Best financial planning professionals

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.

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...

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...

Danny GAO

Quick catch up

Quick catch up.

Christina Eggleton MIAB

Power Hour: Tailored Accounting & Tax Support

A 60-minute 1:1 session with the founder and director of Next Level Accountancy, designed to give you expert, bespoke advice on your accounts and tax. Whether you're looking for guidance, clarity, or actionable strategies, this session is all about you and your business.Perfect for:✅ Startups – Get the right advice from the start and have all your questions answered.✅ Businesses using accounting software – Learn how to optimise it for your specific needs.✅ DIY accountants – If you handle most...

Your Credit BFF

1:1 VIP Credit strategy call

Say goodbye to Financial and Credit Struggles Forever Experience the Revolutionary credit program that's Transforming the Lives of MillennialsImagine having complete clarity on when and how to boost your credit score, allowing you to reach your financial goals faster than you ever thought possible. Whether you want to buy your first home, invest in real estate, or travel for free using credit rewards, our VIP Strategy Call is designed to help you achieve just thatYou're not alone in this jo...

Your Credit BFF

1:1 VIP Credit strategy call 30 Day Follow-up

Say goodbye to Financial and Credit Struggles Forever Experience the Revolutionary credit program that's Transforming the Lives of MillennialsImagine having complete clarity on when and how to boost your credit score, allowing you to reach your financial goals faster than you ever thought possible. Whether you want to buy your first home, invest in real estate, or travel for free using credit rewards, our VIP Strategy Call is designed to help you achieve just thatYou're not alone in this jo...

Beverley Harris-Alvarez

60-Minute Financial Strategy Session

Join Beverley Harris-Alvarez for a 60-Minute Financial Strategy Session, a focused deep dive into your business financial goals and growth strategy. Expect practical insights on your current financials, growth opportunities, and a prioritized, actionable plan with clear next steps you can implement right away.The session is priced at $60 USD, providing high-value guidance designed to support strategic decision-making.

SIMONA BASEGGIO

60 minuti - Consulenza Simona Baseggio

James Gifford

Dr James Gifford - 15 min call

15 min call with Dr James Gifford, CEO Additionality. Advisor to UHNW families and foundations | Impact investing specialist | Co-founder and lead faculty “Impact Investing for the Next Generation” at MIT and CSP | Founder UNPRI | Lecturer | Speaker | Writer | Researcher

Jesus Villalobos

Independent Agent Opportunity Conversation

A 30-minute conversation about independent, commission-based work with Universal Wealth.We’ll discuss what the work involves, licensing and training requirements, costs, available support, and how compensation works. Earnings depend on business results and are not guaranteed.Bring your questions and share what you want from a professional opportunity. Curiosity, coachability, follow-through, and care for people are a useful starting point. This conversation is a chance to understand the expectat...

Mz. Bee

Legacy Financial S.Y.S.T.E.M.S. Call

Questions about the Legacy Financial S.Y.S.T.E.M.S. class or Legacy Crown Enterprise? Book a call with Mz. Bee to talk about the class, what you'll learn, and your next step toward financial legacy.Connect with Legacy Crown Enterprise: Web — legacycrownent.com · Facebook — facebook.com/LegacyCrownEnt · YouTube — @Legacycrownent

Moses Nelson

Financial Strategy Consult Call

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 indexed strategies that:Grow your money with index-linked gains — and no losses when the market dropsProvide tax-advantaged access to cash when you need itCreate a reliable stream of income you can count on for lifeSecure lifelong coverage and peace of mind for the people you loveBuild a legacy that lasts for generationsBoo...

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.

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...

M.F. Witherspoon & Co.

Discovery Call - Fractional Controller

This meeting will be so that we can get familiar with one another and your business to see how we can best be of service. Please be prepared to discuss the industry, operations, financial information, and budget.

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

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...

Ask Banker LLC

Introduction & Risk Assesment

Special Introductory Offer: $97Unlock your business’s financial potential with our exclusive introductory consultation. At Ask Banker LLC, we understand entrepreneurs' unique challenges and are committed to providing top-tier financial guidance tailored to your needs. For a limited time, we’re offering a comprehensive consultation and risk assessment package for just $97 – a significant discount from its typical value of $975.What’s Included:1. Initial 60-Minute Consultation Call:We begin with a...

Erika García Marmolejo

Pensiones ISSSTE

Asesoría personalizada para ver tu pensión ISSSTEErika García MarmolejoEspecialista en pensiones ISSSTETeléfono:55 5550 9813 Ext.124 WhatsApp:+ 52 55 1567 4975 Erika García MarmolejoEspecialista Cooperativa ICICTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975