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.
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.)
Message or Voice Note
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.