What We Do The Value of a Brooklyn FI Relationship Investment Management Stock Options Retirement Planning Estate & Legacy Planning Tax and Accounting Outsourced Accounting Employee Education
Media Link Blog Podcast Events
Full-Service Financial Planning

You’ve done a lot right already.  Now, you need an upgrade to streamline and optimize with a team that does it all—equity compensation, financial planning, tax, and investments. Relax, we got this.

Book A Call

Without BKFi

  • Seeking Answers and Validation
    You’ve been doing this on your own (and you’re not a financial advisor), but you need answers. Plus, you’re too busy to juggle all the components of your finances. You hope you’re doing all the right things, but you’re not sure what you’re missing.
  • Looming Tax Worries and Complications
    You’re doing well financially, but you’re afraid of a huge tax bill and don’t know what to do about it.
  • Finger Pointing and Juggling
    Playing phone tag between your accountant, tax preparer, and financial advisor is exhausting—all while hoping nothing falls through the cracks.
  • Overwhelmed by Equity Decisions
    You feel overwhelmed by stock options, RSUs, and complex equity decisions while HR says, "Ask your tax advisor."
  • You Don’t Love Your Current Advisor
    Working with advisors who don't understand your world, rarely reach out to you, or talk down to you about money makes you feel frustrated. You’re crossing your fingers that someone is proactively watching your investments and thinking about tax implications.

With BKFi

  • One Team, Many Solutions
    One coordinated team handling everything: tax prep, investing, financial planning, and equity decisions that talk to each other so you don't have to.
  • Equity Expertise Meets Strategy
    A tech-savvy partner who gets your equity compensation and can tell you when to trade your employee stock (and even trade for you) that optimizes both your taxes and your long-term wealth.
  • Clear Advice from Real People
    People who can explain complex financial concepts clearly and actually want you to understand what's happening with your money. Regular, proactive updates on your portfolio and market changes in plain English.
  • Quick Answers When You Need Them
    A team you can contact when you need a quick answer about exercising options or buying a house. Plus, 24/7 access to your financial dashboard to check your progress toward goals.
  • Expert Bench and Trusted Network
    A deep bench of CFP® s, CPAs, and ECAs who eat, sleep, and breathe this stuff. Plus, a Rolodex of vetted experts for anything we don't handle directly.

Your wealth is complex. Working with us isn't.

Whether navigating your first IPO, a major life change, or managing multi-generational wealth, we've got your back with the expertise you need.

Meet the Team

How Will You Grow With BKFi?

We don't believe in one-size-fits-all. Instead, we offer distinct service blueprints designed to match where you are in your unique financial journey and grow alongside your evolving needs.

Start Up

For professionals focused on building wealth strategically.

What's Included:

  • Financial planning & thought partner
  • Dedicated CFP® professional who gets you
  • Major life event guidance
  • Cohesive investment management
  • Inheritance & windfall planning

May Be Right For:

  • Early-career professionals
  • Pre-liquidity startup employees
  • Under $1M investable assets
  • Future wealth builders

Core

For established professionals looking to optimize and protect their wealth.

What's Included:

May Be Right For:

  • Mid-senior professionals
  • $1M-$10M investable assets
  • Complex equity holders
  • Tax strategy seekers

Elite

For individuals navigating significant wealth with complex planning needs.

What's Included:

  • All core offerings
  • Personal & trust tax filing
  • Annual in-person planning for goal alignment
  • Family wealth support
  • External advisor coordination

May Be Right For:

  • $10M+ investable assets
  • Pre-liquidity executives
  • Multi-generational families
  • Complex wealth scenarios

What about the cost of our financial services?

At BKFi, we value transparency and authentic conversations. That’s why we put the pricing right on our website.

View Our Pricing

We’ve helped numerous companies navigate their equity and benefits.

Hear From Our Clients

From my very first conversation with my planner and every conversation since, I've experienced an unbelievable level of support, expertise, and guidance. We immediately came up with a plan to address the most pressing issues while also looking ahead to the kind of life I wanted to build - something I had never stopped to ask myself. I didn't expect financial planning to be such a personal, emotional journey, and I could not be more thankful to be in the hands of BKFI.
Jenny
Brooklyn, New York
Despite the dramatic ups and downs of my company's stock post-IPO, I'm calm and grateful knowing we've built a trading plan that will support our big-picture financial goals.
Jackson and Holly
Brooklyn Fi got to know us and our goals, they utilize easy to use tooling and checklists, and somehow have managed to make the whole process (dare I say it) fun! Looking forward to continuing to work with their team!
Erin and Ryan
Brooklyn Fi has completely revolutionized financial planning. By providing us with a financial plan completely tailored to our lifestyle and our needs, we have the confidence that we can meet our goals and do it in a way that works for us! Also, their podcast is fire. Thanks, BKFi!
Sharrifah and Paige
Denver, Colorado

Get the answers you need.

Contact Us Today