Brooklyn Plans

Brooklyn Plans

Share

Helping today's women take control of their finances through personalized financial plans, investment management, classes & events

After working in the finance industry with both high net worth clients and low-income New Yorkers, I noticed that there was a gap. Where could everyone else go to work with a certified financial planner? I created Brooklyn Plans to address the void in the financial planning industry for women in their 20s-early 40s to access reliable, independent financial advice and services.

07/09/2026

Come out this Sunday in Beacon. I’ve been dancing with Toni for years and her class is amazing. We’re lucky to have her in Beacon!

12/17/2025
What now? – Brooklyn Plans 11/19/2024

Overqualified woman of color loses to unqualified racist, s*xist white man and why womxn will be the ones to right this ship

What now? – Brooklyn Plans A detail from NBC News Graphic on how the intersections of s*x and race affected voting in the 2024 presidential election; explore the full results here. Screenshot: NBC News

Financial Literacy Month: Risk Tolerance 04/16/2024

Financial Literacy Month: Risk Tolerance -

Financial Literacy Month: Risk Tolerance Top Mistakes People Who DIY Their Investments Make  Why An IRA Contribution May Not Make Sense for You The #1 Mistake DIY Investors Make

Want your business to be the top-listed Accountant in Brooklyn?

Click here to claim your Sponsored Listing.

Location

Address


81 Prospect Street
Brooklyn, NY
11201

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm