Best legal & finance professionals

Blake Faraj

Financial work through

I look forward to speaking with you please watch this video it is one of our educational tools that we use to teach people how money works.https://followthislink.com/fh/?f=blake-farajAnswer the questions at the end.We use zoom please be on a computer if possible.

Peter Tsambounieris

Introductory Meeting Wealth Management - Peter Tsambounieris, MBA, MGWMG CEO

We will explore your financial situation, goals & discuss wealth management solutions

May Palencia

Fit Call

I'm excited to connect with you to learn more about your situation.Before the call, please take some time to consider your goals and any specific questions you may have. I advise choosing a quiet area for our call where there won't be any outside noise or other distractions.I strongly recommend using a desktop or laptop. I will be sharing great information with you, and it would be best to have it on a bigger screen.This will help me make the most of our time together and ensure that I can provi...

Anthony Pallarca

Follow Up | 2nd Meeting

Karitsa Kerns, CPA, EA

Tax Analysis Consultation

This is a private, in-depth consultation tailored to your unique tax situation. During this session, we will:Answer your specific questionsReview your current tax position and identify overlooked deductions or red flagsUncover tax-saving opportunities you may not be aware ofRecommend your next best steps - whether that's proactive tax planning, resolution, or another serviceYou'll leave this session with clarity, strategic direction, and a deeper understanding of how to reduce your tax liability...

Joseph

A General Review Meeting

😎 This meeting is for a general review via Zoom.💡 I look forward to meeting you; just choose a time slot that works for you.

eNotary Access

Remote Online Notarization Session

One-on-one remote notarization session to certify your documents securely. Secure, fast, and fully online. Bring your documents and a valid ID for verification.A custom secure video session link will be provided after booking.All notarization fees are collected securely at the time of your appointment. No payment is taken through this booking page.

Amazing Financial LLC

BOI Filing

Attention LLC Owners! Important Deadline AlertDid you know? Every LLC must file their Beneficial Ownership Information (BOI) report by January 2025! Failing to file can result in hefty fines or penalties. Don't wait until the last minute!What is the BOI?It’s a required report to help the government track who controls and benefits from your company, enhancing transparency in business.Who needs to file?All LLCs and many other legal entities formed or registered in the U.S.!The penalties for not fi...

Chris

Schedule

I look forward to connecting with you.This isn’t a sales call.No pitch deck. No pressure.Just a conversation to see what makes sense.In our conversation, we’ll typically cover:How your finances are currently handledWhat feels unclear or heavier than it shouldWhether bookkeeping, payroll, or both make senseWhat a clean next step could look likeNo preparation required.

Brian Weeden

Medicare Annual Enrollment

Medicare Annual Enrollment ReviewMedicare Annual Enrollment is your opportunity to review your current coverage and make sure it still fits your healthcare and prescription needs for the upcoming year.During your appointment, we will:Review your current Medicare coverageCheck your prescription medications and pharmacyReview your doctors and preferred healthcare providersCompare available plan options for the upcoming yearDiscuss changes to premiums, copays, benefits, and coverageAnswer your Medi...

MYLERO Patrimoine by Alexandre HUMBERT

Rendez-vous - Découverte Clients

Ce rendez-vous nous permet de se présenter mutuellement et découvrir votre situation actuelle mais surtout vos projets, vos souhaits et vos objectifs de vie.Ce rendez-vous important est un pré-requis à la présentation de toute stratégie patrimoniale personnalisée.

Phyllis Krieger

30 Minute FREE Virtual Consultation

I look forward to meeting with you and seeing how I can help you have a more secure financial future.

Patricia C_Turning Pt Bookkeeping

1st Discover Call Free - Bookkeeping Services_10 Minute

10-Minute - Free 1st Discover Call During this video call, we will discuss the services you are looking for and explore how we can assist you.It will also help us determine if we are a good fit to work together.Patricia CTurning Pt BookkeepingNo-Show Policy for Paid Meetings: Clients who do not attend their scheduled meeting and fail to provide at least 24 hours' notice will forfeit the meeting fee. No refunds, rescheduling, or credits will be issued for missed appointments without the required...

Lakita Rice

Credit Consultation

Are you looking to buy a car or a home but struggling because of your credit? Don’t let poor credit hold you back! Schedule a 60-minute in-person credit consultation where we’ll review your credit report and create a strategy to help you improve your score. Bring your credit report to the session, and let’s discuss how you can take control of your financial future.📌 What to Expect:✔️ One-on-one personalized credit consulting✔️ Review of your current credit report✔️ Actionable steps to improve y...

Dani Trujillo

Finance Tips&Tricks!

Book a meeting with me for 60 minutes to talk about your life finances and the strategies there are out there that could work for you :)Ps:[Don't forget to book your local and correct time zone when booking a slot. It's right above the calendar :)]

Keana Spencer

60 Minute Meeting

This 60-minute session is designed to provide personalized guidance based on your unique goals, questions, or challenges. Whether you need strategic insight, financial clarity, tax direction, or general support—this time is yours to use how you need it. Once booked and paid, you'll receive a link to schedule your session.

Steve Klinenberg

Fractional CFO Intro session (45 minutes)

Join Steve Klinenberg for a concise Fractional CFO Intro session to quickly discover how outsourced financial leadership can support growth, profitability, and strategic decision-making.In just 45 minutes, you'll receive a brief overview of services, a quick needs assessment, and clear next steps to determine if fractional CFO support is right for your business.

Marck Muñoz

Diagnóstico Financiero Privado 360°

Sesión Estratégica ALLZ | Protección e Inversión InteligenteEn esta sesión revisaremos tu situación financiera actual y detectaremos si tiene sentido crear una estrategia para retiro, inversión o protección. Primero entendemos tu caso. Después te doy una recomendación clara y personalizada según tu objetivo.

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...

Jinny Khan | EA

Tax Resolution Consultation