Prospective Client Information
Apply for a FREE 30 minute strategy session to find out if our firm is right for you and in you are a good fit for firm
The FREE strategy session includes:
➤ 30 Minutes of one-on-one time
➤ A quick assessment of your current financial situation
➤ An action step that you can take right away (whether or not you decide to become a client)

The questions below may feel invasive but they allow us to get a colorful snapshot of where you are financially, and to make our time on the phone more productive. Don't feel awkward about your current financial situation, that's why you're reaching out for help!

After you fill out the form below, a member of my team will reach out to you within 3 business days with the next step.

Looking forward to chatting with you,

Ronn Yaish

*IMPORTANT: Unfortunately, If you are not a U.S. citizen or have U.S. residence we cannot work together due to compliance regulations.
Last Name (primary) *
First Name (primary) *
Spouse/Partner/Friend (first and last name)
Email address (primary) *
Cell Phone (primary) *
How old are you? *
How did you find out about Yaish Financial? *
What are some of your current financial goals? *
What reason(s) do you have for reach out to Yaish Financial? *
What challenge or opportunity can Yaish Financial help you with? *
What is your annual income? (estimate or guesstimate) *
How much do you have in savings? (estimate or guesstimate) include 401K, IRA etc *
How much money are you putting away in savings each month? *
What is your total debt? (estimate or guesstimate) if you wish, feel free to elaborate and share details, reasons or stories. *
How much do you specifically have in retirement accounts? (Estimate or Guesstimate) *
Please list any other investments you may have. (Estimate or Guesstimate) *
Estimate the Average credit card bill amount *
List your hobbies and interests.(example: reading, mountain climbing, sumo wrestling, ball room dancing) *
Do you have outstanding student loans? *
Do you own or rent the place you live *
If you had to guess what your biggest expense is each month, what would it be.(name it and the expense amount) *
What are the biggest challenges you have with your finances right now? (feel free to be as brief or elaborate) *
Does anyone else need to be on this call or in this process for your to make a decision about moving forward? *
If you answered yes, to the question above, who?
When are you looking to take action on hiring a financial professional? *
Please share any additional pertinent information. Anything else we should know about your and or your situation? *
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