Take control of your finances

Work with a certified financial planner

We strive to share our enthusiasm for financial planning and the excitement that comes with taking control over your finances. If you're ready to get a plan in place, apply for an initial consultation below.  Not ready for a meet and greet just yet? No worries... K.I.T. or check out the finance library to learn more about our approach to finances and dig in to a little DIY financial planning.

Free Initial Consultation

An initial consultation is a meet and greet to learn more about our services and see if they're a good fit for you before you commit. We cannot provide investment or finance advice in a consultation because you are not yet a client.

 

Please note that at this time, our client roster is full but you may apply to join our waitlist. If you are a good fit, we will reach out with next steps when we have availability.

The Game Plan

The Game Plan is our signature financial planning program. If you are a Game Plan client and need assistance booking a Team Huddle or check-in, please reach out to your Financial Advocate directly.

Financial Planning by the Hour

This is only for clients who have completed a plan in the past. New clients must start with a financial plan.

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.

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