TAKE CONTROL OF YOUR FINANCES

 

STRATEGIC FINANCIAL PLANS TO MOVE TODAY'S WOMEN FORWARD 

INVESTMENT MANAGEMENT

PERSONALIZED FINANCIAL PLANS

CLASSES & EVENTS

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Certified Finanacial Planner Brooklyn New York Press

Welcome to Brooklyn Plans.  We help today's women take control of their finances through personalized financial plans, classes and investment management.

Are you struggling to...

  • balance different financial priorities like saving for short and long-term goals and paying debt?

  • understand your options to best take advantage of financial opportunities and invest?

Do you want to...

  • have a life full of meaning and adventure without compromising your financial future?

  • enjoy the daily conveniences that make like more manageable without the nagging stress that you should be doing something different?

If you answered yes to any or all of these questions, then you are in the right place.  You don't have to do your finances alone anymore.  Brooklyn Plans is here to help women like you. 

Welcome to Brooklyn Plans.  We help today's women take control of their finances through personalized financial plans, classes and investment management.

Are you struggling to...

  • balance different financial priorities like saving for short and long-term goals and paying debt?

  • understand your options to best take advantage of financial opportunities and invest?

Do you want to...

  • have a life full of meaning and adventure without compromising your financial future?

  • enjoy the daily conveniences that make life more manageable without the nagging stress that you should be doing something different?

If you answered yes to any or all of these questions, then you are in the right place.  You don't have to do your finances alone anymore.  Brooklyn Plans is here to help women like you. 

Our Next Event
On the blog...

Jan 10, 2018

Financial Vision Boarding

It can be intimidating looking at spreadsheets, numbers and pie charts. Let's start the year off thinking more big picture - about our desired goals and relationship with finances and chart a visual map to get there. Join me in an interactive, visual craftsy finance class to build the foundation of your financial wellness on. Supplies will be provided.

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How Financial Planning Can Change Your Life

Or are they controlling you?

What does Brooklyn Plans offer?

BKP is an organization dedicated to helping today's women move forward through strategic planning. Kristen Euretig, CFP® founded Brooklyn Plans to meet the financial needs of today's women by taking them by the hand to deliver personalized financial plans, money management classes and investment advisory services.   

PERSONALIZED FINANCIAL PLANS

INVESTMENT MANAGEMENT

CLASSES & EVENTS

Through the collaborative planning process, clients work with Kristen to develop a system to address common challenges: spending, saving, debt management and investing.  Kristen helps clients automate that system so that they can focus on the other parts of their lives that they love. 

Ongoing investment management is available through a partnership with Betterment for Advisors for those looking to outsource that piece of their financial lives.   It also allows for greater oversight of the implementation of the financial plan.

     

Brooklyn Plans offers regular classes and events.  Check out our events page for upcoming events.

     

 

Professional Organizations & Affiliations

Certified Finanacial Planner Brooklyn New York CFP Board
Certified Finanacial Planner Brooklyn New York National Association of Personal Financial Advisors
Certified Finanacial Planner Brooklyn New York XY Planning Network
Certified Finanacial Planner Brooklyn New York Grow Brooklyn

CONTACT US

195 Montague St, 14th Fl 

Brooklyn, NY 11201

kristen@brooklynplans.org

Tel: (917) 727-6497

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