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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 (413) Tax preparation (120) Financial planning (345) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top financial planning professionals

Dr. Howard Polansky, DMD, MBA

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
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Moses Nelson

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.

Starting at
Free
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Kameel

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.

Starting at
SGD 150.00
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Odel Hilgendorf

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
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Dr. Wendy G. Wilson

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
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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 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 5.0 out of 5.

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