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 (370) Tax preparation (107) Financial planning (338) Bookkeeping (77) Insurance consulting (73) Estate planning (11)

Top financial planning professionals

C

Cory Burnett

Follow-Up

This booking is used for many reasons, such as: - Answering important questions after discussing financial concepts and / or the way ahead for your financial journey, - Implement recommendations and solutions to lift you closer to your financial goals. - Complete any unfinished recommendation implementation towards your financial goal. - Revisit all strategies implemented to ensure timelines are being followed. We strive to answer all questions and help you get to your desired financial outc...

Starting at

Free

C

Cory Burnett

Financial Needs Analysis

Are you where you thought you would be financially? Are you satisfied with the balance in your savings and retirement accounts? Do you have the time to do the things you've always wanted to do? When was the last time you took a thorough look at your finances? Schedule a compliementary financial needs analysis to determine where you are right now, and where you can be.

Starting at

Free

P

Peter Tsambounieris

Investment Policy Statement Delivery

We will deliver your Investment Policy Statement, discuss your portfolio's structure and reiterate your goals.We will discuss the account opening and next steps

Starting at

Free

R

Ryan Patrick Hunt

Discovery Call for Veteran Business Lending

Book a Call with the Veteran Lending Team 🇺🇸Welcome! The Veteran Lending Team is dedicated to helping veteran-owned businesses grow, scale, and thrive. Whether you're just starting out or expanding operations, we offer a full suite of funding solutions tailored to your needs — including commercial lending, lines of credit, equipment financing, SBA loans, and more. ✅ Fast, veteran-friendly lending ✅ Personalized funding strategies ✅ Support from a team who understands your missionChoose a time...

Starting at

Free

K

KC de Guzman

Financial Planning

Let’s make your money work for the life you want.🔎 New here? Learn more about me.In this session, we’ll talk about your financial goals—and focus on what matters most to you. Whether that’s:Risk planning (how to protect your income)Wealth planning (how to build and grow your money)Estate planning (how to prepare your legacy)We’ll explore the best strategies and financial instruments that match your needs.This is a personalized consultation, not a one-size-fits-all approach. It’s a two-way conve...

Starting at

PHP 99.00

O

Obsidian Adebayo

Investor Consultation (Creator Economy)

The creator economy is one of the fastest-growing sectors — but identifying real opportunities requires sharp analysis and strategic alignment.In this session, I’ll work with you to:Clarify your risk appetite and investment targetsWalk through current opportunities and market trendsShare actionable recommendations on how to approach this spaceIf you’d like ongoing sourcing of creator economy businesses, I also offer a retainer-based service for deeper deal flow support.

Starting at

£2,500.00

H

Hdg Bookkeeping LLC

Discovery Call

First call to discuss what I can do for your business and cost for services.Please answer the required questions in order for me to give you the most accurate pricing. Pricing is based on amount of work.

Starting at

Free

S

Sofia Rocha e Silva

🛟 Explica-me os impostos

Sessão individual de 2 horas para trabalhadores independentesEsta sessão consiste numa explicação, da minha parte, de como funcionam os impostos para trabalhadores independentes para o teu caso em concreto.Pontos da estrutura da sessão:O que é/como funciona o regime simplificadoResumo das obrigações mais importantes para trabalhadores independentesSegurança SocialIVAIRSQuais são os prazos a cumprirQuais são as declarações a entregarEmissão de faturasAjudas específicas (mediante envio prévio de i...

Starting at

€90.00

B

BarrettStacey Accounting Limited

Discovery Call with BarrettStacey Accounting

This link is to book a short discovery call. Please allow up to 15 minutes of your time 😊Please ensure the correct telephone number is entered, and provide as much information as possible to help me prepare for our call.If insufficient information is provided, we may need to reschedule our call.Video calls are available on request.I am looking forward to speaking with you and getting to know you and your business.Speak soon...Angie from the BarrettStacey Accounting Team 🤩.

Starting at

Free

S

sFoundation Inc.

20-min Free Accounting, Finance, or Bookkeeping Consultation Yelp

Book a 20-minute free accounting, finance, or bookkeeping consultation call with us.

Starting at

Free

E

Elite Consulting

📅 Prenota la tua Consulenza di 30 Minuti

👉 Ogni anno guadagni 100 e te ne restano solo 40. Lo Stato è il tuo socio occulto e prende più di te.Se resti fermo, rischi multe, controlli retroattivi e persino il blocco dei conti.Con Elite Consulting ribalti il gioco: strutturiamo la tua azienda all’estero, ti proteggiamo legalmente e ti mostriamo come ottenere residenza e 0% tasse in totale sicurezza.💼 Durante la call ricevi:Analisi chirurgica della tua situazione fiscaleLa giurisdizione perfetta per il tuo business (Wyoming, Delaware…)Il...

Starting at

Free

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Nico Fora

The Financial Power Hour

Here's what you get in your 60-minute Financial Power Hour:✅ Your real savings target - Find out exactly how much you actually need✅ Your 2-3 biggest financial obstacles - We pinpoint what's slowing you down right now and what to do about each one✅ Your honest timeline - Know exactly when you'll reach your objective based on where you are today✅ Your starter action plan - The exact next steps to take, in orderYou'll walk away with a clear plan and the tools to execute it.Spots are limited, s...

Starting at

€125.00

J

Julio van Leeuwaarde

15 Minute Meeting

Join Julio van Leeuwaarde for a focused 15-minute session to explore your financial outlook and identify quick, actionable steps you can take. In this fast-paced meeting, you’ll receive a concise forecast—delivered in about 57 seconds—with practical takeaways you can apply right away. The session is conducted in English and priced at EUR 197.00, offering a concise, high-value format for busy professionals seeking clarity and direction on their finances.

Starting at

€197.00

C

Clyde Etiënne

Meeting Etiënne Finance

Welcome to the Etienne Group Strategic Access Calendar.This exclusive booking platform is reserved for business leaders, strategic partners, and investors interested in high-impact opportunities within our ecosystem:• Finance — Precision accounting & strategic financial structuringEvery conversation is confidential, purpose-driven, and centered on mutual value creation.Select a time that works best for you.You’ll receive a confirmation email with your meeting link and any relevant preparatio...

Starting at

Free

D

David A Norman SR

60 Minute Financial Wellness Consultation

A guided conversation to understand your financial behaviors and shape a clear path forward. Service OverviewThe 60‑Minute Financial Wellness Consultation is a structured, insight‑driven session with David A. Norman Sr. designed to help you understand your current financial position and the behaviors influencing your financial future. Through guided discussion and pre‑session assessments, you’ll gain clarity, direction, and actionable next steps.What’s IncludedThree Core PillarsYour Relationship...

Starting at

$250.00

Y

Your Credit BFF

1:1 VIP Credit strategy call

Say goodbye to Financial and Credit Struggles Forever Experience the Revolutionary credit program that's Transforming the Lives of MillennialsImagine having complete clarity on when and how to boost your credit score, allowing you to reach your financial goals faster than you ever thought possible. Whether you want to buy your first home, invest in real estate, or travel for free using credit rewards, our VIP Strategy Call is designed to help you achieve just thatYou're not alone in this jo...

Starting at

$297.00

D

Diamond Senior Living

Meet with Tiffany

"Fast, Focused Financial Advice"Busy schedule? No problem. With over a decade of experience, Tiffany can help you navigate key financial decisions and provide actionable advice tailored to your unique situation. From budgeting to investing, she offers concise and effective guidance that fits into your day. Book your session with Tiffany now and see how a little time can make a big difference.Notable Accolades:Chief Operations Officer of Meridian Venture PartnersExecutive Professional at Universa...

Starting at

Free

A

Angel Hartfield

15 Minute Meeting

Welcome to Legna Financials! We know your time is limited, so please schedule a short 15 minute consultation. We can help with anything from personal budgeting to business bookkeeping to taxes and advisory.

Starting at

Free

T

TheNerryGroup

30 Minute Initial Meeting

Book an initial 30 minute consultation so we can see how we can help you.Bespoke 30 minutes to go through any or all of the following topics to help you achieve your financial goals;Achieving your Financial GoalsMoney ManagementDebt ManagementSelf-Employed Tax efficiencyPersonal Mortgages and HousingBuy to Let and Commercial PropertyRetirement PlanningInvestmentsCost: £199Note:If you prefer a longer session instead, please book our 2 hour bespoke session£750

Starting at

£199.00

L

Luntadila Paulo, CPA, MBA

Accounting + CFO Advisory Call (30-Minute)

Book this call if you want clean monthly numbers and CFO-level guidance to run your business with confidence.We’ll review what’s working, what’s unclear, and what support would help most: bookkeeping/accounting, reporting, cash flow, and decision-making.To learn more about our accounting services, visit our website by clicking here!Follow us on social media using the handle @yetoadvisory

Starting at

Free

Frequently asked questions

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Some financial planning 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 financial planning providers is 4.9 out of 5.

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