Best financial planning professionals

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.

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

Enrico Kalinka | Peak Finances

Switching to PKV before 2027: check your options now

Switching to PKV before 2027: check your options nowIn 2027, switching from statutory to private health insurance gets harder for many people because the income threshold goes up. In a short call, we'll check whether a switch is possible for you and how we can get it done by the end of October. Book your slot now.

Enrico Kalinka | Peak Finances

Wechsel in die PKV vor 2027: Optionen jetzt prüfen

Wechsel in die PKV vor 2027: Optionen jetzt prüfen2027 wird der Wechsel von der gesetzlichen in die private Krankenversicherung für viele schwieriger, weil die Versicherungspflichtgrenze steigt. Im kurzen Gespräch prüfen wir, ob ein Wechsel für dich möglich ist und wie wir das bis Ende Oktober umsetzen können. Buch jetzt deinen Termin.

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...

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...

Kate De Zoysa

Financial Planning Discovery Meeting - 45 min

Financial Planning Discovery Meeting

Foundrs

Kennismaking met Silke

Maak kennis met Silke in een korte, doelgerichte sessie van 15 minuten. Deze kennismaking biedt een overzicht van de samenwerking, verwachtingen en mogelijke vervolgstappen. U kunt uit de sessie halen wat u kunt verwachten van de samenwerking, welke meerwaarde Silke biedt en hoe dit aansluit bij uw doelstellingen. Deze sessie is ideaal om snel af te stemmen en een basis te leggen voor toekomstige contacten.

SIMONA BASEGGIO

60 minuti - Consulenza Simona Baseggio

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...

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...

Kameel

Private Financial Wellness Session

A private, one-on-one financial wellness session focused on building calm, sustainable money habits without hustle or overwhelm. Designed to help you gain clarity, confidence, and a system that works in real life. The discussion is curated around your needs.

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

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...

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...

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.

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

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...

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...

Moses Nelson

Financial Strategy Consult Call (BSL)

Discover how to grow wealth securely, reduce taxes, and create a stream of income you won’t outlive — all while protecting your family’s future.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.