Take your financial journey to the next level with Brooklyn Plans.
Get the benefits of continued support from your BKP financial planner with regular check-ins.
Develop a balanced portfolio and start building your long-term wealth.
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Explore a better relationship with your finances and take the next step toward achieving your financial goals.
Get monthly reports and analyses on a specific area of your finances so that you can see your measured progress over time.
Together, we develop a sustainable financial plan that allows for the twists and turns that come with everyday life.
Upgrade to the Graduate Plan if you’ve done a financial plan with Brooklyn Plans and want to benefit from the continued support of our financial planners with quarterly check-ins, a one-year plan, and a snapshot at the end of the year summarizing your progress.
Once you’ve started the Game Plan, unlock the next level of your wealth-building journey through our investment management services. Whether you are investing for early retirement, buying a house, or trying to meet another big-ticket goal – we can help you set, monitor, and adjust your investing strategy and investment mix to help you get there.
We work closely with you to develop a balanced portfolio that matches your unique needs.
We administer a risk tolerance questionnaire, craft an investment strategy, and review accounts quarterly.
We partner with Buckingham Strategic Partners and Fidelity to manage your investment accounts.
Brooklyn Plans is a fiduciary fee-only advisor. Translation: we don’t take commissions and we have your best interest at heart. We’re dedicated to working with today’s women and those who love them because research (and our experience) have shown that women have a different relationship with their finances and benefit significantly from support, advice, and talking it out.
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