Brooklyn Plans

Sarah Clark 

on Google

a month ago

I've been working with the team at Brooklyn Plans for several years, and I have nothing but praise for these professionals. I walked in with massive student loan debt, no clear idea on what my saving plan was, and had probably 5-6 401K accounts floating around without any consistency. I was clueless. With the help from BP, I've been able to reach a debt-free status, build an impressive savings WITH additional investment avenues, and have my 401K neatly consolidated and updated with all the proper information. I can't express... read more

Liz Filardi 

on Google

2 years ago

Kristen and Danielle at Brooklyn Plans did such an incredible job getting my personal finances in order over the last year with the Game Plan! They helped my husband and I get on track saving for our kid’s college education, fund our home projects, pay off student loans finally, establish a system for spending and saving, and are now managing my stocks and retirement to help me retire early. I cannot recommend them enough! Initially the price gave me sticker shock, but now I know the services were invaluable because there’s ... read more

Anonymous 

on Google

2 years ago

Kristen and Danielle at Brooklyn Plans did such an incredible job getting my personal finances in order over the last year with the Game Plan! They helped my husband and I get on track saving for our kid’s college education, fund our home projects, pay off student loans finally, establish a system for spending and saving, and are now managing my stocks and retirement to help me retire early. I cannot recommend them enough! Initially the price gave me sticker shock, but now I know the services were invaluable because there’s ... read more

Shyda Hoque 

on Google

2 years ago

I have worked with Brooklyn Plans and Kristen for 3 years and refer them to everyone who is looking for a financial planner. I am a freelancer and have inconsistent income and my plan has helped me manage those uncertain times. I highly recommend everyone looking for a financial planner to work with Brooklyn Plans. It is the best financial investment I made in NYC. 

Lindsay Mayrose 

on Google

3 years ago

Kristen and her team have been amazing and really so pivotal in my management and understanding of my personal finances. On top of that, she is consistently available, patient, and invested in sustaining my progress. I definitely recommend Brooklyn Plans!