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.