Brooklyn Plans - Brooklyn (NY)

5 /5 Melissa Wong: Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

5 /5 Benjamin Healy: My wife and I came to Brooklyn plans to learn how to get out of debt. Kristen took time to get to know our family and give us the support needed to change our spending habits and set goals. We really appreciated the emotional support in addition to the detailed spreadsheets and charts we received through the initial plan and subsequent monthly check-ins. Kristen listened carefully to our struggles and needs, offered options and reached out to her colleagues when additional support was needed. I highly recommend working with her.

5 /5 Jamie DeGiaimo: I’ve been working with Kristen and Brooklyn Plans for 3 years now, and I feel more in control of my finances than ever before. Kristen is extremely knowledgeable and has great tools for her clients to use. She’s always been available when I had a question or needed to adjust my goals. I highly recommend Brooklyn Plans to anyone.

5 /5 Nicole Craven: We love Kristen! My fiance and I signed up for a package to talk about our fiances before our wedding and ensure that we were aligned both on what to spend on the wedding/honeymoon, but also on how we wanted to combine our finances going forward. Kristen is part counselor part finance wiz! We really love working with her, but even more have enjoyed getting to know her.

5 /5 Scott Mathews-Novelli: Brooklyn Plans was a tremendously helpful resource for creating a coherent financial plan. From strategy, technology and psychology, its a great one-stop shop for responsible financial planning. Kristen has the experience to know when to provide solutions and when to leave the decisions to the client. She guides clients through an infinite financial landscape, counseling on options instead of solutions that sound good in the meeting but fall apart upon execution. Kristen was able to work with us to develop a fantastically effective savings and spending plan, taking into account our tendencies and goals. Not everyone can save every penny, and Kristen expertly directs clients toward workable options suited for their particular lifestyles and priorities. From the struggling student to the steady family, Brooklyn Plans can help you improve your financial outlook.