Best legal & finance professionals

Matt Schuberg

Intro Call

A free 15-minute call to meet your Planned coach, ask any questions, and see if the coaching plan is right for you. No pressure, no commitment.

Martin Wachtel

Roth Conversion Consultation

This is a quick introductory meeting that helps me understand your goals and future plans for your money.

Blake Faraj

Financial work through

I look forward to speaking with you please watch this video it is one of our educational tools that we use to teach people how money works.https://followthislink.com/fh/?f=blake-farajAnswer the questions at the end.We use zoom please be on a computer if possible.

Peter Tsambounieris

Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO

We will explore your financial situation, goals & discuss wealth management solutions

May Palencia

Fit Call

I'm excited to connect with you to learn more about your situation.Before the call, please take some time to consider your goals and any specific questions you may have. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.This will help me make the most of our time together and ensure that I can provi...

Anthony Pallarca

Follow Up | 2nd Meeting

Amanda Olson-Eton

20 Minute Discovery Meeting

New Clients Only:Book your FREE 20-Minute Discovery Meeting to talk about YOUR business & it's accounting needs.

Piero Di Bello

Consulenza Personalizzata Silver

Pianifichiamo il tuo futuro insieme!Acquista la consulenza personalizzata e sarò al tuo fianco per:✅ Scegliere la miglior successione per il tuo patrimonio.✅ Proteggere il tuo patrimonio presente e futuro.✅ Ridurre la pressione fiscale in modo legale.✅ Organizzare la transizione generazionale della tua azienda.✅ Analizzare e tutelare il tuo patrimonio attuale.✅ Costruire un futuro sicuro.✅ Ottimizzare la struttura aziendale.✅ Scrivere lo statuto sociale perfetto per la tua società.Per la...

Joe Thomsett

Thomsett Capital Client Intro Call

Fiona Redden

Financial Advising Meeting

Whether you're in Canada (where I’m licensed) or in the U.S. (where I’ll connect you with a trusted partner), this call is about getting a real picture of your goals and helping you build toward the future you want.Here’s what we’ll cover:🔹 20–30 minutes exploring your dreams, goals, lifestyle plans, and current satisfaction with your financial situation 🔹 5-minute walkthrough of how I work and what tools I use to help clients build wealth and protect their legacy 🔹 We’ll gather some basic nu...

Accryptax

Crypto Accounting, Tax & Compliance (for individuals)

Navigating the complexities of crypto accounting, tax and compliance can be overwhelming. This assessment meeting is tailored to help us understand your portfolio, evaluate its unique challenges, identify potential tax implications, and provide expert advice on reconciliation practices and reporting requirements. Book now to gain clarity and ensure your crypto investments are fully compliant with current regulations.Payment Policy1. Full payment (VAT included) is required at booking. All payment...

Reed

California Asset Protection Meetings

These appointments are for either initial or follow up meetingswith business owners and professionals who are going through the risk analysis process as discussed in my book or webinars.

Abogada Susana Diaz

ASESORIA DE VISA

¡Reserva una asesoría conmigo durante 15 minutos!Mediante una llamada resuelvo tus principales dudas respecto a tu proceso de VISA o migratoriosRecuerda que esta llamada es para personas que NO TIENEN familia directa en Estados Unidos (mama, papa, hermanos, esposo, pareja, novio u hijos) NUNCA has estado en los Estados Unidos regular o irregularmente y si NUNCA te han negado una visa esta es tu asesoría

Ashley Magee

Veteran Disability Claim help! The rating you deserve

Are you a veteran that’s currently rated but feel that you deserve a higher rating? Book with me to increase not only your rating but your income! I aim for 100% for ALL my clients. Schedule your FREE consultation now! You deserve it !!

Carlos J. Ruano

Consulta simple presencial o telefonica

Reserva consulta para cualquier duda legal concreta.

Llévame a Canadá 🇨🇦

Strategy Session - Clients Outside Canada (55 minutes)

EspañolEsta cita es para personas que residen fuera de Canadá y desean conocer su elegibilidad para los diversos programas de residencia temporal o permanente.También puede reservar esta cita si es un Residente Permanente que necesita discutir próximos pasos para aplicar a ciudadanía canadiense ó patrocinio de familia (sponsorship). ¿Qué se incluye en esta cita? 1. Evaluación profunda de tu elegibilidad para programas migratorios vigentes2- Te indicaremos cuáles son las fortalezas y debilidades...

Anastasia Mironova, Notary Public

30-Minute In-office Notarization Appointment (for Multiple Documents or Multiple Signers)

Please schedule this appointment if you have multiple documents to notarize.Please check in at the front desk after arrival.We accept cash, major credit & debit cards.$15 per signature for Jurat, Acknowledgment, Oath or Certified copy of Power of Attorney.Apostille -$199 per apostille ($100 each additional).US Military Veterans Notarization - FREENotarization of signatures for vote my mail ballot -FREEPlease make sure your documents have NO blank spaces!If you have any questions or the front...

De Reizende Boekhouder B.V.

De boekhoud APK

Voor ondernemers die onzeker zijn over hun boekhouding, het liefst alles zelf blijven doen maar graag samen de puntjes op de i willen zetten.2 uur sparren3 tips voor een betere boekhoudingStappenplan: Om je boekhouding goed te kunnen bijhoudenNa deze meeting weet je waar je nu staat en heb je huiswerk om je administratie op de rit te krijgen. En een goed gevoel dat je alles op orde hebt.Annulering of afspraak vergeten: tot 24 uur van tevoren worden geen kosten berekend, je krijgt in je mail een...

James Dietz

Build your Custom plan with me:

Personal Insurance Comparisons & New PlansI look forward to the opportunity to serve you with flexible and reliable insurance that are tailor-made to fit your needs and budget. I work with individuals, families or even if your employer insurance is to costly on a monthly basis. There's always a solution for my clients!James Dietz (JD)Licensed Health Agent in 29+ Stateshttps://www.ushagent.com/JAMESDIETZ

Tanya Johnson

Commercial Lines Insurance Consultation - 30 Minutes

Please select this option if you have questions about commercial auto, workers compensation, commercial general liability, or businessowners policies.