PERSONALIZED FINANCIAL PLANS

Plans a financial advisor for women offers

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 the people who love them because research and our experience have shown that women have a different relationship to their finances, benefit greatly from support, advice and talking it out. 

 

We take an educational approach to financial planning, never talk over our clients' heads and allow for the fact that feelings are involved in looking at this stuff.  It is a rewarding journey, and we hope you'll join the countless other brave women who have worked with us to face their fears and take control of their finances.  

*Although we specialize in working with women, no one is turned away because of gender or any other identifier!

The Game Plan is our new financial program for those who want regular, ongoing support with their finances and are interested in coming up with a sustainable plan that allows for the twists and turns that come over time.  The game plan features a team huddle with your advisor every trimester followed by concentrated work in a track for the remaining months of each trimester.   Each month has a specific focus so that you can see measured progress in your finances over time.

If you're looking for a one-time project to get your finances in order, this is the plan for you.  The Fast Track Plan is a project-based plan that involves 3 meetings over 8-12 weeks with all the next steps you need to implement your plan and get to the next level.

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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.