Best financial planning professionals

Anthony Pallarca

Discovery Call - 30 Minutes

Book a 30-minute Discovery Call to identify how my team and I can help you.Click here to learn more about our Financial Blueprint

Moses Nelson

Financial Strategy Consult

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.**Referral from Gwinnett Business Consultants**

Adriano Valente Rocha

[VR Garantia & Crédito] Conheça esta Inovação em Crédito para Empresas

Vamos conversar sobre o futuro da sua empresa? Atuo como parceiro estratégico para estruturar crédito de alto valor. Reserve um horário para entendermos seus desafios e desenharmos juntos uma solução de 'Capital Estratégico' que viabilize sua expansão e modernização com segurança.

Ryan @AlloFunding

15 Min Business Funding Consultation Call

WARNING: This is NO BS Business Funding Assessment Call.What we will do:Get into the details and understand the story behind the numbers.Map out a 'road-to-capital', not months back and forth.Identify the exact loan products that align with your cash flow.What we WON'T do:Waste your time with 'teaser rates'(e.g 100% financing, no money down) with predatory products that will trap your business.Sugarcoat the reality of your current credit or financial situation just to keep you on the phone.Guara...

Jamie Blair

Document Drop-off

This appointment is for individuals who are interested in working with us but does not want to complete the manual work that it takes to scan and upload to the digital intake form.

Moses Nelson

Annuity Follow Up

Let's use this time to review your annuity options.

Enrico Kalinka | Peak Finances

Kennenlernen/Get to know us

Willkommen zu unserem Kennenlerngespräch.Hier soll es vor allem darum gehen, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs...

Caesar & Gadringer Finanzberatung GmbH

Finanzberatung – persönliches Erstgespräch mit Julia

Im Erstgespräch lernen wir deine persönliche und finanzielle Situation kennen und klären, wobei wir dich unterstützen können. Als Mehrfachagentur und Vermögensberater beraten wir dich zu Versicherungen, Absicherung, Vorsorge, Vermögensaufbau und Finanzierung. Dabei betrachten wir deine Situation ganzheitlich und erarbeiten gemeinsam passende Lösungen.

Caesar & Gadringer Finanzberatung GmbH

Finanzberatung – persönliches Erstgespräch mit Roman

Im Erstgespräch lernen wir deine persönliche und finanzielle Situation kennen und klären, wobei wir dich unterstützen können. Als Mehrfachagentur und Vermögensberater beraten wir dich zu Versicherungen, Absicherung, Vorsorge, Vermögensaufbau und Finanzierung. Dabei betrachten wir deine Situation ganzheitlich und erarbeiten gemeinsam passende Lösungen.

Nate StJohn

Wealth Protection & Growth Strategy

This 15-minute session on Wealth Protection & Growth Strategy delivers a concise, results-focused review of your current asset protection measures and growth opportunities. Expect practical insights, quick-win recommendations, and a clear next-step plan tailored to safeguarding your assets while accelerating wealth growth. Ideal for busy professionals seeking actionable guidance to protect what you’ve built and position it for future prosperity. You will also receive ongoing support beyond t...

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...

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...

SIMONA BASEGGIO

60 minuti - Consulenza Simona Baseggio

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.

Lalit Kumar Sharma

Pre-approval appointment

Ready to move? Let’s get you pre-approved. With L.K. Sharma, licensed mortgage agent (FSRA #M25001229, Citadel Mortgages #12993).A pre-approval changes how you shop. Instead of guessing, you’ll know your real budget and your monthly payment before you fall for a house — and your rate is held for up to 120 days, so you’re protected if rates climb while you look. Sellers take an offer more seriously when your financing is already lined up.On this call we go through your income, your down payment a...

Kate De Zoysa

Financial Planning Discovery Meeting - 45 min

Financial Planning Discovery Meeting

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...

Lalit Kumar Sharma

Free mortgage consultation

A free call with L.K. Sharma, a licensed mortgage agent (FSRA #M25001229, Citadel Mortgages #12993).You don’t need to be ready to buy or apply. Maybe you’re wondering what you can actually afford, whether to break your mortgage, or if the renewal letter your bank sent is a fair deal. Bring the question that’s been sitting in the back of your mind. I’ll give you a straight answer, not a sales pitch.Here’s what you can count on: it costs nothing, you’re under no obligation, and the call doesn’t to...

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.

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