INVESTMENT MANAGEMENT

Investing by women, for women

Women have historically and still are in many ways cut out of the finance industry.  Research has shown that women actually make better investors and savers than their male counterparts, but lack confidence to make the investing decisions required of them.  Brooklyn Plans takes women by the hand to do an assessment of emotional risk tolerance levels, time frames, and financial resources to develop an appropriate, balanced portfolio.

How does it work?

Brooklyn Plans partners with Betterment for Advisors and Fidelity to manage investments based on a goals-based platform to manage client accounts.  We only provide investment management services to our clients who start with a personalized financial plan first, so that we can be clear what we are investing for.

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The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Brooklyn Plans LLC (referred to as "BKP") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. BKP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall BKP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if BKP or a BKP authorized representative has been advised of the possibility of such damages. In no event shall Brooklyn Plans LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.