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, the next step is to ​book an appointment below.  If you're not ready to get started on your plan, apply for an initial consultation first.  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.

Initial Consultations - Free

An initial consultation is simply 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.  If you are a good fit, you will receive information to book the consult and next steps.

The Game Plan

The Game Plan is our signature financial planning program.  By booking your first team huddle and paying the initial investment, you commit to a one year term of services with a monthly membership.  Please read the game plan specifics before booking.


Schedule your next Team Huddle

For current game plan clients and investment management clients only.

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.

20-minute chat

Please only book this if you are an existing client or you have been asked to book a time- new clients must start with an initial consultation (above).

BROOKLYN PLANS LLC  | Design by  Ximena Scarpetta A

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.