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Join date: Oct 15, 2020
Posts
Feb 28, 2020
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1 min
It's been a bumpy ride - commentary from the founder on this week in Wall Street
I recorded this video for our investment management clients and wanted to share here for you as well. The bottom line? Hang in there,...
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Jan 20, 2017
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1 min
The life changing power of financial planning
I just got the news from a couple I worked with that they're expecting. It's not the first time clients have undergone huge life ch
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Nov 4, 2016
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0 min
Why I started Brooklyn Plans
Millennials and young professionals have the need and the capacity for financial planning. By making small changes, they can see big impact
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Kristen Euretig
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