The Client Hub


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

Are you a brand new client? Start with our NEW CLIENTS page.

Book a Meeting

Book time to chat with us anytime about anything that’s on your mind.

Book or reschedule a development meeting.

Our Cancellation Policy

Look, we don’t want to have a cancellation policy.

We have made it our priority to be available to our clients as much as humanly possible!
We have late evening and Sunday availability but do keep in mind that those desirable time slots may not be available as quickly as you’d like.

With that in mind, we ask that you be respectful of our time.
If an emergency comes up please reschedule as soon as possible via the email confirmation you received from Calendly, that will free up the slot on our calendar.

You can also email us to cancel the meeting and book something new via the Development Meeting link above.


Quarterly Check-Ins 2019

Made it through the development and plan presentation phase?

Here you can book quarterly check-ins as far in advance as you like.

We want to hear how we’re doing.

Take this 5-minute completely anonymous survey.


Our location: WeWork, 109 South 5th Street between Bedford and Berry.

Arrival procedure: Ring the doorbell and proceed to the reception desk across from the elevator. Check in with the receptionist and/or enter your info on the iPad. We will be notified and will come down to the lobby to grab you.

Our phone number: 718-690-3605

Closest train: J/M/Z to Marcy Ave. or L to Bedford

Best nearby spot for casual post-meeting dinner: Pies ‘n’ Thighs.

Best nearby spot for post-meeting martinis: Diner.

Best nearby spot for coffee: During the week there’s free hot and iced coffee at WeWork. Butler is fantastic on weekends.