Work With Us

At Yaish Financial we aim to keep things simple.

  • You set the tone and we follow your lead
  • Your engagement is based on your pace and schedule

Two Options To Connect With Us

Whether you have some questions about our firm/services or you would like to begin a formal relationship with us, please consider one of these two ways to reach us. 

Option #1

Send Us a Message

If you are interest in learning more about Yaish Financials' services or approach, please send us a message .(*please note, that the purpose of this message is to learn more about our practice, and not an opportunity for personal guidance.)

Send a 

Message or Voice Note 

Option #2

Motivated. Lets meet.

1)Fill out this Prospective Client Application to make sure we would be a good fit. 

2)Once the information is reviewed and you're application is accepted, we will schedule a 30 minute first meeting via Zoom or phone.

*Please note that when clicking any of the buttons on this page you will taken to a 3rd party service/platform.