Retirement in View

My spouse and I were looking for an independent, fee only financial planner to help us with our retirement planning, and Ayana proved to be just what we were looking for. We were not interested in purchasing any additional financial products, and just wanted a knowledgeable professional to assess our financial position, and our future plans, and provide useful guidance as we look ahead to our retirement. Ayana proved to be knowledgeable and professional, she was able to answer all of our questions, and she provided advice that will be very beneficial to our decision making. We highly recommend Ayana to anyone who is looking for fee only financial planning advice as we were.

We couldn’t speak more highly of Ayana’s professional, independent fee-only CFP services. We had done some financial planning with Ayana earlier in our careers, and more recently connected with her to review and update our retirement plan. As part of the exercise, we brought forward a number of big goals for the next 5 years - looking to see what might be achievable and when, without pushing retirement. Ayana’s process is comprehensive, with ample time for questions, and she is kind, honest and collaborative. Her plan was straight-forward, manageable and provided a number of paths to achieve our goals, including a sabbatical! We never would have had the confidence to explore this option for our family without Ayana’s advice and support.

My wife Nancy and I felt we were 3-4 years away from retirement and had received some advice from our stock broker firm but also followed the guidance to seek independent advice from someone who is not motivated by keeping your portfolio business. We are really glad we did as Ayana did a more though assessment and analysis of our situation than the bank. She recommended some immediate tax treatment advice (rrsp vs mortgage payment) that will save us a bundle on taxes and help us retire a year or two earlier. Our working with Ayana was a very wise investment and we will work with her again as we get closer to retirement to refine our model. We highly recommend her advice.

We loved our experience with Ayana. She is very professional, loves questions, and is easy to talk to. She gave us custom answers that fit our specific financial situation. The reports are clear and we will reference them for years to come. We wanted a fee-only based CFP (i.e. not earning commissions or kickbacks for recommending certain products) for an impartial review of our financials, and we highly recommend it.

I worked with Ayana and found her to be quite knowledgable. My financial literacy had improved a lot from going through the resources she shared (readings, videos etc..) and her explanations of why she felt a certain approach would be useful. What I appreciated most was how patient she was with my pace of learning and progress through the step. She gave me the time needed to understand things for myself before proceeding and answered any questions I had along the way. I would definitely recommend her to others who are looking for a financial planner!