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.
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.
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:
- Financial planning & thought partner
- Dedicated CFP® professional who gets you
- 6-month tax forecasting
- Cohesive investment management
- Estate planning
- Strategy optimization
May Be Right For:
- Mid-senior professionals
- $1M-$10M investable assets
- Complex equity holders
- Tax strategy seekers
Private
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.
We’ve helped numerous companies navigate their equity and benefits.
Hear From Our Clients
Jenny
Brooklyn, New York
Jackson and Holly
Erin and Ryan
Sharrifah and Paige
Denver, Colorado
All individuals are current or former clients of Brooklyn Fi, LLC. Brooklyn Fi has not provided any compensation, directly or indirectly, for the testimonials shown. The testimonials shown were selected from among all client feedback and may not be representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.