History
We're fee-only, fiduciary, comprehensive financial planners. That's a lot of buzz words that basically mean we put our clients' interests ahead of our own at all times (emphasis necessary), we survey your whole financial picture before making recommendations and we only get paid by you, the client, which means we have no ulterior motives. We dig transparency, and we welcome you to ask us all the tough questions. Now, the fun stuff. The F.I. in Brooklyn F.I. stands for Financial Independence. The central idea at the core of our planning practice is that money is just a tool to live your best life. As financial planners, we seek to provide a holistic picture of your net worth and a path to financial independence at any age. We'll take care of everything from raising your credit score to funding your retirement. By becoming a Brooklyn FI client you're joining a network of creative and technology professionals who are succeeding, not just scraping by.
Specialties
Brooklyn FI is an accounting, financial advising, and business consulting firm. Whether you're a small business looking for bookkeeping or a tech professional looking for help with stock options, we've probably got a solution.