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 (400) Tax preparation (112) Financial planning (340) Bookkeeping (81) Insurance consulting (81) Estate planning (12)

Top financial planning professionals

M

Mandi Davenport

Schedule Your Financial Consultation

Finding an answer is as easy as 1 -2 -3 Choose a time and date that we can chatAnswer the questions on the formShow up for the call - (set aside about 10+ minutes for this call)Unlock your financial future with our personalized consultation services at HolisticHarbor Financial. Whether you’re seeking expert advice on life insurance, annuities, or final expense coverage, our knowledgeable advisors are here to assist you.During your session, we will assess your unique financial needs, answer your...

Starting at

Free

A

Anthony Pallarca

Discovery Call - 30 Minutes

Book a 30-minute Discovery Call to identify how my team and I can help you.Click here to learn more about our Financial Blueprint

Starting at

Free

M

Moses Nelson

Financial Strategy Consult

In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.**Referral from Gwinnett Business Consultants**

Starting at

Free

D

Dr. Howard Polansky, DMD, MBA

Cash Flow Analysis from Dr. Polansky

What this is (and isn’t)This is a short presentation for you to review your options. No commitment is required because it's not a sales call. The goal is clarity. Nothing more.We’ve tailored the solution to what matters most to you right now:Sleep (cash cushion)Time (fewer clinical hours)Grow (team or equipment)Relief (personal debt)Why this conversation existsYou’ve already seen the overview and taken the time to share the confidential financial details. The numbers are now crunched. You'll se...

Starting at

Free

D

Dr. Howard Polansky, DMD, MBA

Comprehensive Cash Flow Analysis with Howard

How we will work togetherWe will fill out the cash flow worksheet together during the call. Please do not complete it in advance; having approximate numbers nearby is enough.Why this conversation existsYou’ve already seen the overview. This follow-up is simply to slow things down and look at the numbers together—calmly—to see whether your current cash flow can be improved without changing how you practice day to day or touching accounts receivable.If the math doesn’t show a clear, meaningful imp...

Starting at

Free

N

Nate StJohn

Wealth Protection & Growth Strategy

This 15-minute session on Wealth Protection & Growth Strategy delivers a concise, results-focused review of your current asset protection measures and growth opportunities. Expect practical insights, quick-win recommendations, and a clear next-step plan tailored to safeguarding your assets while accelerating wealth growth. Ideal for busy professionals seeking actionable guidance to protect what you’ve built and position it for future prosperity. You will also receive ongoing support beyond t...

Starting at

Free

J

Jamie Blair

Document Drop-off

This appointment is for individuals who are interested in working with us but does not want to complete the manual work that it takes to scan and upload to the digital intake form.

Starting at

Free

E

Enrico Kalinka | Peak Finances

Kennenlernen/Get to know us

Willkommen zu unserem Kennenlerngespräch.Heute geht es vor allem darum, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs hast...

Starting at

Free

L

Luca Bersella

Pricing conversation

We'll walk through your financial situation, recommend the right pricing for your context, and answer any questions about how we work.

Starting at

Free

A

Adriano Valente Rocha

[VR Garantia & Crédito] Conheça esta Inovação em Crédito para Empresas

Vamos conversar sobre o futuro da sua empresa? Atuo como parceiro estratégico para estruturar crédito de alto valor. Reserve um horário para entendermos seus desafios e desenharmos juntos uma solução de 'Capital Estratégico' que viabilize sua expansão e modernização com segurança.

Starting at

Free

R

Ryan @AlloFunding

15 Min Business Funding Consultation Call

WARNING: This is NO BS Business Funding Assessment Call.What we will do:Get into the details and understand the story behind the numbers.Map out a 'road-to-capital', not months back and forth.Identify the exact loan products that align with your cash flow.What we WON'T do:Waste your time with 'teaser rates'(e.g 100% financing, no money down) with predatory products that will trap your business.Sugarcoat the reality of your current credit or financial situation just to keep you on the phone.Guara...

Starting at

Free

S

Samaniego & Associates

Financial Checkup – Complimentary Consultation

Let's make sure your financial plan is working as hard as you are.This is a one-on-one meeting with Omar Samaniego, Financial Professional with Samaniego & Associates.Take the first step toward a more confident financial future with a complimentary Financial Checkup from Samaniego & Associates.During this one-on-one meeting, we'll review your current financial picture, discuss your goals, and identify opportunities to help better protect your family, grow your retirement savings, and pre...

Starting at

Free

V

Vince A.

Strategy Session

Unifirst Financial & Tax Consultants offers a Financial Review and Strategy Session for individuals and business owners who want clear guidance on taxes, business structure, bookkeeping, and financial decisions.This session is designed to review your current situation, identify issues or missed opportunities, and discuss practical next steps based on your goals. It is a good fit for those who want clarity before making important tax, business, or financial decisions.After your booking is rev...

Starting at

$50.00

L

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

S

Suzy Mallett

Rendez-vous découverte – Audit

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière pour atteindre tes objectifs.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.⏱ Durée : 30 minutes📍 En visio

Starting at

Free

L

L Scott & Associates

Financial Workflow Strategy Session

During this 30-minute Financial Workflow Strategy Session, we will conduct a targeted AP/AR diagnostic designed to identify: •bottlenecks in invoice processing • vendor onboarding gaps • exception patterns • duplication or syncing errors • delays impacting cash flow, compliance, and reporting accuracyWe’ll review your current systems (AvidXchange, Yardi, QuickBooks Online, Ramp, Bill.com, internal workflows, or custom processes) and provide a clear roadmap to streamline operations, strengthen vi...

Starting at

$175.00

O

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

D

Dr. Wendy G. Wilson

Retirement Planning & Insurance Review Consultation

If you are approaching retirement, or already retired, and want clarity around your financial strategy, this session is designed for you.During this consultation, we will review your current retirement plan, income strategy, and insurance coverage to identify gaps, risks, and opportunities for greater protection and long-term stability.This is not a sales presentation.This is a structured strategy conversation.You will walk away with:• Clear insight into where you stand• Understanding of potenti...

Starting at

Free

T

True Values Global Corporation

High-Level Trust & Asset Protection

High-Level Trust & Asset Protection is a focused 60-minute session designed to help executives and professionals understand how strategic trust structures can safeguard wealth. In this practical presentation, you’ll learn how irrevocable trusts, 508 trusts, and related tools can preserve capital, reduce risk, and align asset protection with broader financial goals.Attendees will gain actionable insights into leveraging trusts, identify common missteps to avoid, and discover why this protecti...

Starting at

$1,000.00

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

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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 4.7 out of 5.

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