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.