Brooklyn FI

A full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence Work one-on-one with our financial planning team to create a comprehensive financial plan that includes: budgeting and cash flow, insurance, tax planning, retirement planning, investment strategy, student loan assessment, home purchase planning, and so much more We combine goals-based life planning with highly technical tax planning to help our clients with equity compensation maximize an exit strategy Whether you’re a founder or an employee, we can help make a plan to turn a liquidity event like an IPO into a roadmap to financial independence We’re unique in that we actually prepare and file your tax return Learn more about “the Brooklyn FI difference ” We believe in taking the emotion OUT of investing and that a globally diversified portfolio, constructed of thousands of companies, dozens of countries, that’s aligned with your financial plan, tax situation, and any equity compensation strategy is the best way to help clients achieve their ideal life We’re advocates of Strategic Asset Allocation which involves setting high-level targets for various asset classes that reflect our investment worldview and rebalance back to those targets periodically Our approach is rooted in building a portfolio that looks like the world we live in - comprising stocks and bonds, both domestic and foreign, companies large and small, and both developed and developing markets

Small business owners and freelancers find immeasurable value in outsourcing accounting to experts Bring your bookkeeping, tax return preparation, and monthly reporting under one roof by selecting our Outsourced Accounting service This service includes the preparation of your business and personal tax returns and is a fresh tech-forward solution to accounting for small businesses and medium-sized businesses