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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 (370) Tax preparation (106) Financial planning (339) Bookkeeping (77) Insurance consulting (70) Estate planning (10)

Top legal & finance professionals

NAF Black Impact

NAF Black Impact

30-Minute Mortgage: Credit Score Boost!

We're Spilling the Tea for Free!Thinking about buying a home but worried about your credit score? You’re not alone. We’re pulling back the curtain on what REALLY impacts your score and showing you quick fixes and long-term strategies to get it mortgage-ready.If you’re asking:“What credit score is needed to buy a house?”“How can I boost my credit before applying for a mortgage?”“Does a higher credit score get me a lower mortgage rate?”👉 This FREE, class has the answers!Why Pull Up?✅ Because kno...

Starting at
Free
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Jeremy Christensen

Jeremy Christensen

VIP Half Day

Join me for a 4 hour 1:1 consulting session tailored to your Expat financial needs. We'll conduct a thorough analysis of your current financial structure and develop a personalized, tailored plan to safely and efficiently reorganize your finances for a seamless Expat transition.I'll provide custom recommendations for Expat-friendly financial institutions, account types, useful financial apps, common scams/pitfalls, and discuss how to keep your money safe from scammers but fully accessible to yo...

Starting at
$1,000.00
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Edwin Hernández • Adactia Seguros

Edwin Hernández • Adactia Seguros

Consulta Ahorro/Retiro 5 años • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Plan de Ahorro o Plan Personal de Retiro Deducible.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos con segurosSeguros de ahorro individuales y...

Starting at
Free
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Brad Hamblen

Brad Hamblen

Annual Mortgage Review Call

I am here to review your loan for any opportunities to save on your loan or plan for a future purchase. On the call we will share 3-4 strategies to educate you further on.Please email me a copy of your most recent mortgage statement in advance of the call.([email protected])Looking forward to reconnecting with you!

Starting at
Free
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Neil Sargisian

Neil Sargisian

💼 Book Your 30-Minute Business Financing Consultation

Highbrow Capital–Business Finance Consult Schedule a complimentary 30-minute video consultation with a Business Finance Broker at Highbrow Capital–Business Funding Solutions–a brand of Ecom Economics, LLC.Looking to fund your next stage of growth? Whether you’re launching, expanding, or navigating cash flow challenges, we’ll explore financing options tailored to your business goals—including working capital, lines of credit, equipment financing, and more.✅ What to Expect:A focused conversation...

Starting at
Free
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Marian

Marian

Business Finance or Tax Strategy Consultation

Need help making a smart financial decision for your business? Whether you're thinking about buying new equipment, planning for tax season, or just want a clearer picture of your numbers—this call is for you.During our session, we’ll:✅ Review your current situation or purchase decision✅ Discuss tax strategies like Section 179 or depreciation✅ Explore whether financing or paying cash makes the most sense✅ Map out next steps that align with your goals and cash flowTo make our time together as...

Starting at
$250.00
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Cozette M. White

Cozette M. White

Tax Pro Power Call: Software, Profits & Protection!

Ready to stop overpaying for tax software and start keeping more of your refund advance profits?On this free Tax Pro Power Call, we’ll walk through how Curative Tax Software helps tax professionals like you:Keep more of your bank product feesStay compliant with IRS due diligenceGet real mentorship to grow a profitable, audit-ready tax officeThis isn’t just a demo. It’s your first step to running your office like a CEO.

Starting at
Free
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Cory Burnett

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
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Cory Burnett

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
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Peter Tsambounieris

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
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Ryan Hunt

Ryan 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
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Obsidian Adebayo

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
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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 4.9 out of 5.

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