We believe that all women deserve the joy and freedom that comes with being in control of their finances.
You’re the only person with control over your financial decisions and financial future, but we’re here to listen to your goals, help you transition from one milestone to the next, and help you navigate your financial life with confidence and ease.
We build our financial plans from the ground up.
Once you have a solid working foundation with your daily financial habits, we can move on to growing, protecting, and preserving your finances.
We’re with you wherever you are in your financial journey. We deliver actionable steps to build your confidence in handling your finances and to help you plot a course for the future.
We understand that your goals and priorities can change over time, so we craft our plans to evolve as you reach or discover your personal milestones.
We’re trusted by hundreds of women with their unique financial goals. Our planners take the time to get to know you so that you get customized support for your needs now and into the future.
Kristen is a Certified Financial Planner®, Women’s Wealth Warrior, and founder of Brooklyn Plans. She has been featured in The New York Times, The Wall Street Journal and Forbes as an expert financial planner and consumer advocate. She is passionate about helping women realize their innate power by transforming their relationship with money.
Born in Columbia, MD to an ever-relocating Air Force father, she considers herself to be from Sacramento, California & obtained her BA in Linguistics from the University of California San Diego after studying in Spain and attending classes at the University of Barcelona her junior year. She moved to Brooklyn in 2004 to become a New York City Teaching Fellow and obtained a Masters in Teaching English as a Second Language at Long Island University (Brooklyn campus).
She began her finance career in 2008 at a private firm and then worked in financial empowerment non-profits Neighborhood Trust Financial Partners & Microfinance Opportunities before founding Brooklyn Plans. She completed her financial planning coursework at Boston University. In her free time, she enjoys exploring the Hudson Valley, Brazilian Funk dance class, and spending time with her adorable toddler son and rescue pup.
Danielle is a Certified Financial Planner® and Lead Planner for Brooklyn Plans. Her goal is to help clients gain the confidence they need to meet their financial goals.
Danielle graduated from William Paterson University with her Bachelor of Science in Financial Planning. She has been in the industry since 2015 and has had the opportunity to work with a very diverse client base.
As a Financial Planner, Danielle is dedicated to making financial planning and financial literacy more accessible. She is a volunteer for Savvy Ladies Helpline where she works with women who need financial advice, but don’t have access to the necessary resources.
Danielle was born and raised in New Jersey but has had the privilege of calling many places home. When she is not working Danielle enjoys reading, traveling, and learning French.
Lindsay is an Operations Associate at Brooklyn Plans. After graduating from Florida A&M University with a B.S. in Business Administration, she spent years as a flight attendant, traveling the world. Her love of learning and passion for personal finance drove her to become a certified Financial Paraplanner Qualified Professional (FPQP). She wants to financially empower others and is committed to spreading financial literacy through her community.
Lindsay’s journey led her from her hometown of Atlanta, GA to her current home in Los Angeles, CA. She loves binge-watching the latest shows and taking group fitness classes.
Grace is Financial Paraplanner Qualified ProfessionalSM and Operations Specialist for Brooklyn Plans. As the Operations Specialist, she strives to provide excellent service to planning and investment management clients.
Grace graduated from University of Colorado at Colorado Springs with her Bachelor of Science in Business Administration. She has been in the Financial Services industry since 2004 and has had the opportunity work in many different roles starting as a part time assistant to being the Director of Account Services.
Grace has lived in Colorado since 2000. When she is not working, she is spending her weekends with her family and attending her two kids sporting events.
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