BKFi Academy

Financial Education for Employees

"With a staff ranging from recent grads to folks with a few decades of work (and presumably financial!) experience, AJ's presentation was exactly what we needed as a Financial 101 primer. Even for those of us who *thought* we knew the rules it was an incredibly helpful refresher;her style was informative, approachable and fun – we'd recommend it to anyone and everyone."

- Michael, Franklyn, LLC

All testimonials and/or endorsements have been provided by real current and/or former clients. No current or former client was compensated, directly or indirectly, for providing these statements. Brooklyn FI, LLC gained each client's permission to publish their testimonial/endorsement.

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We’re Brooklyn FI…and we are not your typical financial planners.

But we are passionate about what we do and we’ve made it our mission to make the jargon-filled and overly complicated world of personal finance accessible for just about everyone.

We’ve helped hundreds of clients through a liquidity event and understand every complexity. We’ve come to learn how employers can lose trust from their employees by being opaque and mishandling an IPO or SPAC. We’ve seen employees leave in droves because they thought their equity wasn’t “worth it” - and we believe this comes down to a communication problem between management and employees.

 

We’re here to help guide your company through complex situations such as…

  • a tender offer

  • IPO

  • Acquisition or SPAC

  • An update or change in benefits (or just introduce the great benefits you already have)

Answer these questions….

Is your company about to go public?

Has your management team been tasked with explaining the complexities of equity compensation to employees?

Are your employees flooding the support inbox with questions you can’t answer, like “what are the tax consequences of this exercise of my stock options?”

We can help!

Our completely customizable packages can include the following:

  • Prerecorded video education on any topic relating to equity compensation: Financial Literacy Basics, RSUs, Stock Options, Tax implications, Investing 101, QSBS, Benefits and insurance, and more.

  • Live training or education sessions with your employees (either in person or via video conference).

  • Consulting for the management team on best practices to be open and transparent with your employees.

  • Creating engaging content for employees so they can really understand their equity.

  • …and so much more

Here’s a tiny taste of our equity education….

 
 


Bios

Ally-Jane (AJ) Ayers, CFP, CEP, Enrolled Agent is a financial planner and equity compensation specialist. She’s a former music journalist and book editor with a passion for helping creative people and tech professionals understand their money. (Download headshot)

Shane Mason, CPA/PFS, CFP, CPWA, ECA is a certified public accountant and certified financial planner who specializes in helping self-employed creatives and tech professionals foster wealth. After spending 7 years in the public accounting space he embraced his independent spirit and co-founded the financial planning firm Brooklyn FI. (Download headshot)