Prospective Clients

If I’m interested, what steps do I need to take?

Step 1

Set up a 30 minutes conversation to make sure the relationship can be mutually beneficial.

Book an appointment with Adaptavant at Ascendas using SetMore

Step 2

 

(Before the 30 minute meeting)

Fill out an online form.

Step 5

We send you a customized plan and recommendations.

Step 6

Brief meeting to discuss how & what to implement.

Step 3

(After the introductory meeting, should we choose to proceed.)

Send statements and financial data via a secure method & fill out an online questionnaire. 

Step 4

Schedule a formal meeting.

Book an appointment with Adaptavant at Ascendas using SetMore
Connect With Us

Email Ronn@YaishFinancial.com

Phone (800) 994-9012

 

 

 

 

Information

Private Policy

Disclosures

ADV Part 2A

 

Risk Tolerance Questionnaire

(By clicking the Risk Tolerance Questionnaire you will be taken to another website)

 

 

 

 

 

 

 

Our Locations:

1) Location Independent:

Virtual meetings available with clients in any of the United States.

Phone, Skype, Face Time or Google Hangout are preferred virtual means of communication.

2) Client’s Office or Home

3) Physical Address-

83 Lee Place, Suite 201

Bergenfield, New Jersey 07621

 

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