Financial planning

Best financial planning professionals

Browse top-rated financial planning professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (406) Tax preparation (115) Financial planning (341) Bookkeeping (82) Insurance consulting (82) Estate planning (14)

Top financial planning professionals

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Elite Consulting

📅 Consulenza di 30 Minuti - Offshore

Ogni anno guadagni 100 e te ne restano meno di 60. Con la struttura fiscale giusta, potresti tenerti fino a 95.Non parliamo di scorciatoie: parliamo di ristrutturazione fiscale internazionale, 100% legale e conforme. È quello che fanno già migliaia di imprenditori italiani — e quello che facciamo noi ogni giorno da 7 anni.Durante la sessione strategica analizziamo la tua situazione e ti mostriamo quanto potresti risparmiare concretamente con una struttura internazionale su misura per il tuo busi...

Starting at

Free

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Dr. Howard Polansky, DMD, MBA

Cash Flow Analysis from Dr. Polansky

What this is (and isn’t)This is a short presentation for you to review your options. No commitment is required because it's not a sales call. The goal is clarity. Nothing more.We’ve tailored the solution to what matters most to you right now:Sleep (cash cushion)Time (fewer clinical hours)Grow (team or equipment)Relief (personal debt)Why this conversation existsYou’ve already seen the overview and taken the time to share the confidential financial details. The numbers are now crunched. You'll se...

Starting at

Free

B

Benn Pople

RisKIT Live Demo: ICAAP, ILAAP and RRP Prebuilt Models

A live, screen-shared walkthrough of RisKIT, our pre-built prudential models for ICAAP, ILAAP and Recovery and Resolution Planning.In 45 minutes you will see the models working end to end, with transparent logic and a clear audit trail, plus how your team would own and operate them, and the licensing and support options.Built to cut delivery risk and cost against consultant-built alternatives. Bring your CFO, Head of Risk or model owner. The more technical the questions, the better.Tell us your...

Starting at

Free

M

Moses Nelson

Annuity Follow Up

Let's use this time to review your annuity options.

5 (1 review)

Starting at

Free

F

Foundrs

Kennismaking Valerie

Hey! Maak kennis met Valerie van Foundrs tijdens een korte kennismakingssessie. Dit moment dient om verwachtingen af te stemmen, je vragen te beantwoorden en samen een duidelijke richting te geven aan een mogelijke samenwerking. We kijken er naar uit om jouw ondernemersverhaal te horen!

Starting at

Free

R

Ryan @AlloFunding

15 Min Business Funding Consultation Call

WARNING: This is NO BS Business Funding Assessment Call.What we will do:Get into the details and understand the story behind the numbers.Map out a 'road-to-capital', not months back and forth.Identify the exact loan products that align with your cash flow.What we WON'T do:Waste your time with 'teaser rates'(e.g 100% financing, no money down) with predatory products that will trap your business.Sugarcoat the reality of your current credit or financial situation just to keep you on the phone.Guara...

Starting at

Free

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Adriano Valente Rocha

[VR Garantia & Crédito] Conheça esta Inovação em Crédito para Empresas

Vamos conversar sobre o futuro da sua empresa? Atuo como parceiro estratégico para estruturar crédito de alto valor. Reserve um horário para entendermos seus desafios e desenharmos juntos uma solução de 'Capital Estratégico' que viabilize sua expansão e modernização com segurança.

Starting at

Free

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Enrico Kalinka | Peak Finances

Kennenlernen/Get to know us

Willkommen zu unserem Kennenlerngespräch.Es soll vor allem darum gehen, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs hast...

Starting at

Free

J

Jamie Blair

Document Drop-off

This appointment is for individuals who are interested in working with us but does not want to complete the manual work that it takes to scan and upload to the digital intake form.

Starting at

Free

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Nate StJohn

Wealth Protection & Growth Strategy

This 15-minute session on Wealth Protection & Growth Strategy delivers a concise, results-focused review of your current asset protection measures and growth opportunities. Expect practical insights, quick-win recommendations, and a clear next-step plan tailored to safeguarding your assets while accelerating wealth growth. Ideal for busy professionals seeking actionable guidance to protect what you’ve built and position it for future prosperity. You will also receive ongoing support beyond t...

Starting at

Free

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Enrico Kalinka | Peak Finances

Investment in Real Estate for Expats

In this session, we show you how to legally reduce taxes in Germany while building long-term wealth — using real estate.For a better use of both of our times and in preperation to our meeting, please follow the link and fill the self disclosure as detailed as possible: https://realestate.getformly.com/f/ToeFlFSpecifically for you as an expat, we take a look at the financing options, which would by applied on your residence permit situation.The key lever: leverage.👉 You invest primarily with ban...

Starting at

Free

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Moses Nelson

Financial Strategy Consult

In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.**Referral from Gwinnett Business Consultants**

Starting at

Free

S

Sana Hosseini

Sana Hosseini

Home loan appointment.

Starting at

Free

S

Surya Padhi

Paid Consultation

Let us discuss. Sure Financial is here to help you with your unique need.

Starting at

$50.00

C

Corey M Stackhouse, CFP®

(45 min IN PERSON) Prospective Client 1st Appt Request

These times are available for prospective clients looking to understand more about the services offered by Stack Enterprises - I look forward to our conversation!Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

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Corey M Stackhouse, CFP®

(60 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

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Corey M Stackhouse, CFP®

(60 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

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Corey M Stackhouse, CFP®

(75 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

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Corey M Stackhouse, CFP®

(75 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

J

John Hagerman

Free Retirement Audit

It takes more than money in the bank to create a great retirement, it takes a great plan. This conversation will give you an opportunity to explore how prepared you are, and where you need help. You'll get a lot of value from the chat, whether you sign up to work with John or not. Guaranteed. Click on the button to schedule your FREE audit.

Starting at

Free

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