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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 (369) Tax preparation (105) Financial planning (340) Bookkeeping (75) Insurance consulting (70) Estate planning (10)

Top financial planning professionals

Amanda Olson-Eton

Amanda Olson-Eton

60 Minute Meeting

Book your 60-Minute Meeting to talk about YOUR business & it's accounting needs.$60 Pre-pay Meeting

Starting at
$60.00
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Michelle Smith

Michelle Smith

Xero Diagnostic (HealthCheck)

We will spend up to 2 hours reviewing your Xero account before our 30min call to talk through our findings and suggestions for improvement.Xero should also be used as a tool to drive your business in the direction you want it to go, so you can achieve your goals.Ensuring the efficiency of your bookkeeping will save you time and money in your business and this is a great first step!Turn you xero data into hero data!Prior to the session we will log into your Xero file and review your organisation....

Starting at
£274.99
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Maggie Stancheva

Maggie Stancheva

30 Minute Meeting

Unlock Expert Guidance: Your Direct Line to UK Tax and Startup Finance Wisdom!Ready to elevate your startup's financial game? With extensive experience in UK tax and accounting, I'm your go-to expert for navigating the complexities of startup finances.Why Talk to Me:Tailored Solutions: Get personalised advice for your unique startup challenges.Proven Expertise: Tap into years of experience in UK tax intricacies and startup financial strategies.Save Time and Money: Cut through the noise and recei...

Starting at
£75.00
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Maggie Stancheva

Maggie Stancheva

60 Minute Meeting

Unlock Expert Guidance: Your Direct Line to UK Tax and Startup Finance Wisdom!Ready to elevate your startup's financial game? With extensive experience in UK tax and accounting, I'm your go-to expert for navigating the complexities of startup finances.Why Talk to Me:Tailored Solutions: Get personalised advice for your unique startup challenges.Proven Expertise: Tap into years of experience in UK tax intricacies and startup financial strategies.Save Time and Money: Cut through the noise and recei...

Starting at
£150.00
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Angel Hartfield

Angel Hartfield

Tax Cleanup

Hi! How are you today? Thank you for scheduling your Tax Cleanup Session! This session is to help businesses of all sizes navigate the complexities of tax filing with our comprehensive financial cleanup services. We'll leave no stone unturned, ensuring you're fully prepared before tax season ends.

Starting at
Free
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Dean - PolkaStays

Dean - PolkaStays

90 Minute Consultancy Planning

This call will allow us to explore your current financial position and future goals in relation to Serviced Accommodation and Holiday Lets. Before the call I will ask you to prepare some items for me to analyse, this will ensure you get the best value from me and we can prepare a detailed stratigic plan for growth.I look forward to collaborating with you and I am excited for your journey.Dean PolkaStays

Starting at
£195.00
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Cory Burnett

Cory Burnett

Career Overview

Our firm delivers a top-tier financial services platform and personalized experience to empower you in achieving your financial aspirations. Regardless of your unique journey, our customized financial planning approach will meet you where you are, aligning with your specific objectives. Whether you seek life insurance, retirement savings, or wealth accumulation, our diverse range of products and services, sourced from renowned insurance and financial providers, is designed to fulfill your requir...

Starting at
Free
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Dan Jones

Dan Jones

Safe Money Alternatives

Are you getting ready to retire and take your Pension or move your 401K/IRA?Many retires are concerned that they will outlive their money. Before you do anything, it's important to understand all the places you can place money and how they work. I encourage you to schedule an educational meeting with me to talk about how you can protect your money, maximize your savings, have confidence you'll have predictable money for the rest of your life and protect your family all at the same time.

Starting at
Free
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Valencia Bounds

Valencia Bounds

🗝 Corporate Overview

LET'S TALK!Learn more about who we are, what we do, and the ways we partner with our clients to establish actionable financial plans.

Starting at
Free
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Caleb Bale

Caleb Bale

The What-You-Need-To-Do-Next-With-Your-Money Session

Just a one-on-one meeting with me! Tell me about your financial situation and I'll come up with practical steps in THIS session for how you can move towards financial freedom through paying off debt, saving, and investing for the future.

Starting at
$85.00
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Caleb Bale

Caleb Bale

1 on 1 Budget Help

Budgeting isn't easy! If you have budgeting questions, I can help you feel more confident in how you track your expenses and plan for your bills. If you aren't a numbers person, this session is for you because I'll help you figure out exactly what you need to do to budget successfully.

Starting at
$85.00
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Somchay Nachampassack (Narich conseil)

Somchay Nachampassack (Narich conseil)

5/ RDV d'équipe : 1h30

C’est le moment de faire un point sur l'état d'avancement de ta situation, mettre à jour ton dossier ou d’apporter des réponses à tes questionnements.

Starting at
Free
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Anita Hale

Anita Hale

Virtual | Buyer/Refi/Home Equity Consultation

Financing a home can be very Overwhelming! If you don't know where to started, prepare, or find a good lender. You have reach the right person to help you navigate the process of Buying a new home or Refinancing your current home!#NMLS 1986603 EQUAL LENDER OPPORTUNITY

Starting at
Free
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Ian Webber

Ian Webber

One to One Consultation 40 minutes

One to One Consultation. This 40 minute session allows you to ask any questions or queries you have for accounting or business matters.Burning tax question?

Starting at
£35.00
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Jennifer Dial

Jennifer Dial

Budgeting Discovery Call

Set up a free 20 minute consultation so we can discuss your needs and see if we're the right fit to work together.

Starting at
Free
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Sara Griffin, AFC®

Sara Griffin, AFC®

Employee Wellness Planning

Are you ready to take your employees' personal lives to the next level? By investing in their well-being, you can build a strong sense of community and work culture that shows your team you care about their success. Recent studies show that personal and professional lives are intertwined, and by making a positive impact on their personal lives, you can also boost their work performance.Let's get started and build a personalized employee financial wellness program that will benefit your team. As...

Starting at
Free
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Michael Antoine

Michael Antoine

Medicare 101 Online

The seminar will explain everything you need to know about Medicare, so you'll be ready when it's time to sign up. You'll learn how to choose the right options that work best for you, ensuring you're fully covered and making the best decisions for your health.

Starting at
Free
Book now
Piero Di Bello

Piero Di Bello

Consulenza Personalizzata Platinum

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...

Starting at
€500.00
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Luntadila Paulo, CPA, MBA

Luntadila Paulo, CPA, MBA

Valuation Discovery Call (30-Minute)

Book this call if you need a business valuation for a sale, partner buyout, estate/gifting planning, financing, or internal planning.We’ll clarify the purpose, timeline, required level of valuation, and what information is needed — then outline next steps._______________________________________________________________________________________ To learn more about our firm, visit www.yetoadvisory.com Follow us on social media using the handle @yetoadvisory

Starting at
Free
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Odel Hilgendorf

Odel Hilgendorf

Project Cost Estimation & Budgeting

This 30-minute consultation provides an opportunity to discuss your project’s cost estimation, budgeting strategies, and financial forecasts. I'll help you understand how accurate cost breakdowns and risk-adjusted budgets can protect your margins and ensure the financial health of your project from the start.

Starting at
$200.00
Book now

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 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 5.0 out of 5.

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