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 (411) Tax preparation (120) Financial planning (342) Bookkeeping (82) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

T

Tina Stroman-Valdez - FinFit

60 Minute One-on-One Consultation Meeting

*First‑time clients: use code First20 at checkout for 20% off your first sessionOne-on-One Financial Wellness Consultations - 60 Minute SessionIdentify Your Pain Points: Together we’ll review your completed journal and spreadsheet to uncover your current money challenges and habits.Create Your Personalized Plan: We’ll design a clear strategy that may include paying down debt, automating savings and investments, and building confidence in your financial decisions.See Your Path Forward: You’ll lea...

Starting at

$129.00

T

Tax Smartermo

ADVISORY BUSINESS GROWTH PLAN

Where Strategy Replaces Guesswork.For Serious Business Owners Ready to Save More & Stress LessLLCs • S-Corps • Single-Member LLCs • Service Providers • Multi-Income Households Perfect for businesses earning $75,000–$800,000 WHAT’S INCLUDEDQuarterly Tax Advisory Meetings Full Business Tax Strategy Plan S-Corp Evaluation + Reasonable Compensation Guidance Industry-Specific Deduction Deep Dive Bookkeeping Review & Cleanup Guidance Quarterly Estimated Tax Calculations IRS Transcript Monitori...

Starting at

$250.00

C

Caroline Passmore

Accounting Clarity Call

Book a clarity call with me for 30 minutes to discuss your specific business needs!I look forward to hearing more about your business.You will be redirected to a New Client Questionnaire after you schedule the meeting. Please complete the form, so I can learn as much about your business as possible before we meet so our meeting can be as productive as possible as possible!Thank you!The CRP Specialists, Inc. team

Starting at

Free

M

Ms. Fixit

Credit Audit & Strategy Call

This service includes a full review of the client’s credit report, identification of negative factors, dispute viability assessment, and a personalized credit restoration strategy.This service does not guarantee deletions, score increases, or specific outcomes. Results vary based on creditor and bureau response.To complete your credit audit, we need full access to all three credit bureaus (Equifax, Experian, and TransUnion) through a secure third-party credit monitoring service.The monitoring se...

Starting at

$97.00

A

Ayooluwa Akande

ABC Clarity Session (2 Hours) - $200 + HST

A focused one on one session that includes an overview of your finances and current situation. You will leave with clear direction, practical next steps, and helpful materials to guide you forward.

Starting at

CA$230.00

M

Michelle Salinas

Expanding Money: Build & Protect Your Living Legacy

Ready to conquer the world of life insurance with clarity and confidence? Join our 30-minute session tailored just for you!What’s on the agenda? We're here to offer free, no-strings-attached guidance to demystify your options and compare costs and coverage.Walk away with:Practical steps to shield your family’s financial futureA solid understanding of your current planSmart strategies to up your insurance gameThis session is THE go-to if you’re desiring unbiased advice and straight-up answers to...

Starting at

Free

D

Dr. Howard Polansky, DMD, MBA

Dr. Polansky — 15-Minute Review of Your Owner Quiz

What this isThis is a private 15-minute review of your cash flow quiz.Dr. Howard Polansky will call you directly from 512-608-1020.Your priorityThis short conversation is designed to help you understand what may be creating friction or uncertainty in your cash flow right now — and whether your quiz answers point to anything worth exploring further.Howard reviews your quiz responses in advance, then walks through what stands out and why. The focus is on clarity, not advice or action.What may be d...

Starting at

Free

A

Aura Trejo Almazan

Préstamos IMSS

Reunión de 30 minutos Préstamos IMSS.Aura Trejo AlmazánEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

I

Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at

$195.00

B

Barnhart Financial Group

Barnhart Financial Group - Mortgage Protection Appointment

Schedule a Mortgage Protection Appointment for a concise, focused session designed to help you understand options for safeguarding your home loan and your family’s financial security. In 20-30 minutes, you’ll receive a clear overview of available mortgage protection products, potential costs, and personalized next steps.Attendees can expect practical guidance, actionable recommendations, and answers to their questions to help them make informed decisions. This ses...

Starting at

Free

A

Assurconseils - L'assurance d'être bien couvert

Conseil personnalisé – 30 min (CHF 60.–)

Objectif : Répondre à une ou plusieurs questions ciblées liées à vos contrats ou à un produit d’assurance.Vous avez des questions précises concernant un contrat, une couverture, un produit, ou vos droits ? Nous vous apportons des réponses claires et objectives selon votre situation, les textes légaux (LCA) et les conditions générales d’assurance.👉 Exemple d’utilisations :Comprendre une clause dans votre contratAnalyser une offre ou une proposition d’assuranceRépondre à un refus de prise en char...

Starting at

CHF 60.00

B

Brittney Brock

Extended Cancer Protection or Life/Final Expense

Have concerns about some of these areas? Schedule a call to see what you may/may not qualify for.

Starting at

Free

L

Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at

$150.00

B

Broker Seguros

Seguro médico 🏥

👩🏻‍⚕️ Proteja su salud o la de su familia haciendo que la aseguradora pague por sus gastos médicos🌎 Planes con cobertura local o mundial con acceso a los mejores hospitales de todo el mundoEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos habl...

Starting at

Free

B

Broker Seguros

Seguro de educación para los hijos 🧑🏻‍🎓

👨‍👩‍👧‍👧 Garantice el futuro y la educación superior de sus hijos con el seguro de educación aún si usted llega a faltar En esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

B

Broker Seguros

Seguro de protección patrimonial 🏦

💰 Proteja su patrimonio, el de su familia o empresa¿Ha pensado que pasaría si uno de los socios de su empresa o negocio fallece?Le ayudaremos a proteger sus activos sin afectar las utilidades de su empresaIdeal para:Empresarios que no tienen un plan de continuidad en su empresaDueños de negocio que quieran proteger sus bienesEmpresas con pagos de ISR altosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija...

Starting at

Free

G

Gabriela Díaz

Mejoravit R-R

Asesoría personalizada del producto Mejoravit Renueva/ReparaGabriela DíazEspecialista en Programa Infonnavit Renueva/ReparaTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

G

Gabriela Díaz

Pensiones ISSSTE

Asesoría personalizada del producto Pensiones ISSSTEGabriela DíazEspecialista en Pensiones ISSSTETeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

J

Jorge Méndez

Seguros

Esta reunión es para explorar y platicar a detalle opciones de seguros que puedan ajustarse a tus necesidades. 😎💰📊📋

Starting at

Free

G

Gillian Wilson

Medicare Consultation

Need to review your Medicare Options? We are here for you.

Starting at

Free

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.

Browse more categories

Ready to get started?

Book a top-rated legal & finance professional or create your own booking page.

Browse providers Create your free page

No credit card required