Brooklyn Plans helps today's
women achieve financial freedom.
The Game Plan
Set yourself up for success with a financial plan that covers all the bases.
The Graduate Plan
Get the benefits of continued support from your BKP financial planner with regular check-ins.
Bespoke Planning
Take your finances to the next level with confidence.
Investment Management
Develop a balanced portfolio and build 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
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
$320
Per client, per month. Billed monthly.
+
$755
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
$500
Per couple, per month. Billed monthly.
+
$1050
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
$195
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
$270
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.
Bespoke Planning
Information Gathering We’ll start by gathering information about your current financial situation and the goals you are working towards.
Financial Analysis We will craft a financial plan that bridges the divide between your current situation and your goals. We will identify the best strategies for you to reach your goals faster.
Actionable Plan Come away with clear, actionable steps tailored to your needs. We’ll help you feel empowered and in control of your finances.
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.