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Why I started Brooklyn Plans

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. 

Because financial planning will change your life

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I am passionate about connecting women to the help they need to take control of their finances here in New York and across the country through online meetings because I’ve seen the impact it has on all areas of my clients’ lives. They move, get new jobs, get engaged, and come away feeling more in control, confident and clear. 

 

Just imagine what the world would be like if women weren’t afraid of their finances anymore and instead were equipped with the tools and support they needed to achieve their goals and live their dreams.

 

The financial advisor to today's women

INVESTMENT MANAGEMENT

PERSONALIZED FINANCIAL PLANS

CLASSES & EVENTS

Our Story

I am passionate about connecting women to the help they need to take control of their finances here in New York and across the country through online meetings because I’ve seen the impact it has on all areas of my clients’ lives. They move, get new jobs, get engaged, and come away feeling more in control, confident and clear. 

 

Just imagine what the world would be like if women weren’t afraid of their finances anymore and instead were equipped with the tools and support they needed to achieve their goals and live their dreams.

 

Because financial planning will change your life

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. 

Why I started Brooklyn Plans

Kristen Euretig, CFP®
Founder & CEO

Kristen Euretig

What a financial advisor for women can do for you​

Financial advisor millennials debt management
Financial advisor millennials student loans
Financial advisor millennials credit card debt
Financial advisor millennials retirement
Financial advisor millennials savings prioritization
Financial advisor millennials emergency fund
DEBT MANAGEMENT 


STUDENT LOANS 


CREDIT CARD DEBT


RETIREMENT


SAVINGS PRIORITIZATION


EMERGENCY FUND


Financial advisor millennials budgeting
Financial advisor millennials start a family
Financial advisor millennials dream vacation
Financial advisor millennials new car
Financial advisor millennials mortgages
Financial advisor millennials new business
BUDGETING
MORTGAGES
DREAM VACATION
NEW CAR
START A FAMILY
NEW BUSINESS

Learn more about our signature services

INVESTMENT MANAGEMENT

PERSONALIZED FINANCIAL PLANS

CLASSES & EVENTS

How we help
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