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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Retirement Planning | Comprehensive Retirement Plan Development |
$300 - $500
Call to Book
|
Tax Efficiency Analysis for Retirement |
$150 - $300
Call to Book
|
|
Retirement Scenario Modelling |
$250 - $400
Call to Book
|
|
Financial Assessment | Personal Financial Review |
$100 - $200
Call to Book
|
Investment Strategy Assessment |
$150 - $300
Call to Book
|
|
Debt Management Planning |
$100 - $250
Call to Book
|
|
Ongoing Financial Guidance | Annual Financial Check-in |
$200 - $300
Call to Book
|
Investment Performance Review |
$150 - $250
Call to Book
|
|
Quarterly Progress Updates |
$100 - $200
Call to Book
|
|
Client Education | Financial Literacy Workshops |
$50 - $100
Call to Book
|
Customized Resource Materials |
$30 - $60
Call to Book
|
|
Individual Learning Sessions |
$100 - $200
Call to Book
|
Retirement is approaching, and everything must be organized before a plan is made so you can avoid problems. Planning is crucial, which is why you need a professional to assess and advise you. Ready for retirement. Retiring can be a daunting process, but with me, you can rest assured that your finances are in good hands. I founded Retirement in View to provide pre-retirees with the financial guidance and peace of mind required to retire comfortably. In a relaxed setting, I provide a comprehensive review of your financial status and essential strategies to help you meet your needs and objectives.
 
Consulting with Ayana was transformational. Particularly, Ayana's profound and detailed recommendations were all based on uniquely personalized in-depth account of our pre-retirement status with carefully planned advising that prompted immediate reactions. Her deep understanding of client need for an impartial and analytics-opinion-oriented financial advisor proved productive helping us carve a path to make informed decisions about impending decisions. Ayana uniquely combines extraordinary professionalism with a deep and persistent respect for her clients' needs. Her seemingly spontaneous insights were often shouted-out moments of clarity. Her ability to educate us in the world of retirement and finance meant we could make informed and immediate decisions about aspects of our financial life that we had previously only worked at addressing. Ayana Forward is the fee-only and asset-free financial adviser we have been looking for. We strongly recommend her to our friends and family.
 
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