Legal & Finance

Best legal & finance professionals

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

All Legal consulting (401) Tax preparation (113) Financial planning (336) Bookkeeping (78) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

Corey M Stackhouse, CFP®

(45 min ZOOM) 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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Terri & Mark - Trapp Team

Redeem your gift certificate voucher

To prepare for your consultation and FNA. Please Gather your baseline documents and any questions you have on challenges or goals you have for your family. Any questions please leave a message

Starting at

Free

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Simon Skinner

DebtPanel

Our cutting-edge case packaging software is a game-changer in the Debt Management industry, delivering unparalleled efficiency and accuracy. Designed to manage your cases seamlessly from start to finish, our software boasts an advanced AI-powered decision engine, ensuring that each case is routed to the optimal product with precision and speed. What's more, our platform goes above and beyond by identifying the top-performing Debt Management and IVA companies for each case, delivering the best re...

Starting at

Free

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Donna Noyce

Cashflow Consultation

During this discovery call, we will conduct an in-depth overview of your cashflow (money in and money out) as it relates to billing, business solutions, and marketing. We will then analyze the compiled data and based on the findings, provide detailed reporting and/or end-to-end solutions. We will be covering:Payment Processing Methods In UseHow And How Much You Are Being BilledAreas Where There Is Room For Revenue (a.k.a. more money to your bottom line)Cost vs. BenefitsHow A New Solution May Hel...

Starting at

$500.00

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Ruthie Thee Truth

15 Minute Discovery Call

Welcome to Ruthie’s 15 Minute Discovery Call booking page!Looking to learn more about how to get your credit score to the next level? Or, perhaps you’re wanted to see a trusted professional to guide you through some financial hardships you may be facing right now?Well, look no further… Ruthie Thee Truth has exactly what you need to take your lifestyle from debt to dreams come true!With so many goals in life that simply can’t be accomplished without your finances and credit being in order, you wa...

Starting at

Free

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TheNerryGroup

Business finance for SME's

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at

£399.00

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TheNerryGroup

Business finance for Sole traders

Starting at

£399.00

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João de Saldanha

15 Minute Meeting

Book a discovery call with me for 15 minutes!

Starting at

€1.00

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João de Saldanha

30 Minute Meeting

Book a business meeting with me for 30 minutes!

Starting at

€50.00

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Amrit Rupa

Smart Money Investing Strategy

I help you understand, and find opportunities using analyst forecasts, institutional holdings, and insider trading data in the NYSE and NASDAQ

Starting at

$150.00

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Dr. Anthony Wilson

Initial Consultation

This meeting serves as an inviting introduction for potential clients eager to explore the valuable opportunities that Covenant Asset Solutions offers. During our discussion, we will cover essential topics according to your needs, including:- Understanding life insurance and its various options- Discovering living benefits and how they can enhance your financial security- The role of life insurance in effective estate planning- Strategies for wealth building through the utilization of life insur...

Starting at

Free

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Crystal

Financial Consultation

We will discuss your financial situation. The goal is to identify the gaps and evaluate how to get you to your goal.

Starting at

$500.00

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Dobromir Dikov

Excel Model Review (including a 60-minute live session)

Are your Excel models delivering the insights you need?Unlock the full potential of your models with a 60-minute Excel Model Review Session!Note: This session requires you to submit a financial model and questions you have in advance. That way, I can prepare for the session, and you can get maximum value out of it.Please submit your files to [email protected] after the session is confirmed.Book your session today, and I'll review your model file in detail, answer your burning questions, and pr...

Starting at

$300.00

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Song Yong

Introductory Meeting

We have helped hundred of professionals and their families manage their retirement planning and save on taxes.Book a meeting with me for 60 minutes to see how we can help you too.More on what we do in my LinkedIn profile page!https://www.linkedin.com/in/leesongyong/

Starting at

SGD 350.00

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Kia A. Harris Tattegrain

45 Min Nonprofit Consult Call

Determine a topic you would like to discuss and be prepared with questions and something to write with. Topics include starting a nonprofit, communications, fundraising, organizational development and more.

Starting at

$55.00

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Itzel Bennett

Immigration Form N-400 Application for Citizenship

Immigration Form N-400 Application for CitizenshipJoin a focused 60-minute session with Itzel to explore the naturalization process for becoming a Lawful Permanent Resident (LPR) in the United States. You’ll receive guidance on eligibility, essential steps, and recommended study materials to prepare for the naturalization interview and test.This session is designed to clarify requirements, answer questions, and help you plan the path toward U.S. citizenship.Please be advised that there is a non-...

Starting at

$200.00

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Dan Carter

General Consultation (30 minutes)

General consultation about crowdfunding offerings, regulatory filing requirements, cap table structure, executive consulting, shareholder meetings, corporate actions, offering marketing, and more. For IPO or exchange listing discussions, please book under the IPO booking type.Google Meet:To join the video meeting, click this link: https://meet.google.com/wax-fxvf-rzkOtherwise, to join by phone, dial +1 415-943-0095 and enter this PIN: 294 044 941#To view more phone numbers, click this link: http...

Starting at

$195.00

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InLine Legal

Ask a Lawyer

Do you want to pick a lawyer's brain about your business, but are not yet ready for a part-time chief legal officer?Use this 75-minute chat to ask all your questions and walk away confident that you know the next steps.Please drop any files you want a lawyer to look over during your session in the dropbox link that will appear after booking.Please note that Samantha can only give legal advice on intellectual property matters nationwide. If your state specific issues are not related to Virginia,...

Starting at

$500.00

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InLine Legal

Ask a Lawyer-Trademark Qs

I hope you enjoyed the 'What's in a Name?' training! If you've still got questions about how trademarkable your business, product, program or service's name or tagline is, let's figure out how to help! Grab a consult with a trademark lawyer to figure out how to make your trademark work best for your $$$$.

Starting at

$150.00

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Bradley Schmidt

Intellectual Property Fortress - 18 Hours

Six 3-hour sessions uncovering every competitor, patent troll, and technology roadblock in your path. We'll map the complete IP landscape so you launch with legal monopolies, not lawsuits. Know your enemies before they know you exist.

Starting at

$4,500.00

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Frequently asked questions

Browse the providers listed above, choose one that fits your needs, and click "Book now" to select an available time slot. You can book instantly without creating an account.

Some legal & finance providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for legal & finance providers is 4.8 out of 5.

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Best legal & finance professionals

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