Brooklyn Plans helps today's
women achieve financial freedom.

The Game Plan

Take your financial journey to the next level with Brooklyn Plans.

The Graduate Plan

Get the benefits of continued support from your BKP financial planner with regular check-ins.

Investment Management

Develop a balanced portfolio and start building your long-term wealth.

Take control of
your finances.

Embrace life changes
with confidence.

Unlock wealth and
financial independence.

No payment for Endorsement: The referenced marketing materials represent an endorsement of Brooklyn Plans’ products and services. Brooklyn Plans does not compensate individuals for reviews or endorsements, and Brooklyn Plans does not provide anything of value in exchange for these reviews. Brooklyn Plans has determined that there are no material conflicts of interest between the firm and the endorser, and Brooklyn Plans has not influenced the statement made by the endorser appearing on this website

The Game Plan

Explore a better relationship with your finances and take the next step toward achieving your financial goals.

Get regular and ongoing
support from a Brooklyn
Plans financial planner.

TEAM HUDDLES

We never talk over our clients’ heads and allow for the fact that feelings are involved in looking at your financial future.

MONTHLY REPORTS

Get monthly reports and analyses on a specific area of your finances so that you can see your measured progress over time.

SUSTAINABLE PLANS

Together, we develop a sustainable financial plan that allows for the twists and turns that come with everyday life.

THE GAME PLAN - INDIVIDUALS

$297

Per client, per month. Billed monthly.

+

$715

One-time fee

Financial planning takes time — BKP asks clients for a one-year commitment.
Life happens — you can cancel anytime with a 30-day notice.

THE GAME PLAN - COUPLES

$475

Per couple, per month. Billed monthly.

+

$1045

One-time fee

Financial planning takes time — BKP asks clients for a one-year commitment.
Life happens — you can cancel anytime with a 30-day notice.

The Graduate Plan

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.

One-year plan

Quarterly check-ins

End-of-year snapshot

THE GRADUATE PLAN - INDIVIDUALS

$148

Per client, per month. Billed monthly.

Financial planning takes time — BKP asks clients for a one-year commitment.
Life happens — you can cancel anytime with a 30-day notice.

THE GRADUATE PLAN - COUPLES

$248

Per client, per month. Billed monthly.

Financial planning takes time — BKP asks clients for a one-year commitment.
Life happens — you can cancel anytime with a 30-day notice.

Investment Management

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.