The Client Hub

Howdy!

Use this page to book meetings and learn more about Brooklyn FI.

Are you a brand new client? Start with our Get Organized page.

Log In to Financial Planning
 
Visit our Equity education page if you've got stock options
Important dates and deadlines
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Visit our exclusive video library just for clients
Attend a webinar! We do them twice a month!

FORM ADV

Every year we update our ADV with the SEC. This disclosure document details the ownership, investment style and lists any conflicts of interest.

Our current ADV can be found here. Our current form CRS can be found here.