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
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.
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.