Wealth Management with BKFi

Transparency and trust are fundamental to a successful financial planner and client relationship.

That’s why we’ve listed our fees right here, so you don’t have to try and read any fine print.

Your comprehensive financial plan will be built and tailored to you. We then work the plan with you at your pace and set a course to achieve your goals, both for this year and the future.

The annual fees attached to your service are based on the complexity of your financial situation and the level of assets we manage for you.

Below we share a handy-dandy calculator that lists some of the factors that determine complexity so you can identify a rough estimate of the fee for your situation.

In our Discovery Call, we will identify the final price proposal that fits your household.

Comprehensive is just a buzzword, what does is mean here at BKFi? A comprehensive financial plan includes all the components for a healthy financial life.

Comprehensive includes financial life planning, budgeting & cash flow, portfolio review, insurance review, estate planning needs analysis, multi-year exercise and sales strategies for stock options, 10b5-1 plan recommendations, retirement planning, tax planning, investment strategy, preparation of your tax return, review of prior year tax returns, home purchase analysis, and so much more. Yes, you read that right, we even prepare your taxes each year!

And that’s not all! As you consider the future and how you will stay “on plan,” managing your investments properly will be important. Brooklyn Fi clients find tremendous value in having their financial planning, tax preparation, and investment management taken care of under one roof. For a small fee, we execute a portfolio strategy for your brokerage accounts, 401(k)s, IRAs, concentrated employee stock, and more.

We know what the tax return looks like, so our investment team is able to coordinate your portfolio with your financial plan, tax situation, and goals.

If you’re on the fence…don’t hesitate. The best time of year to hire us is in the first half so we can get to know you and help you implement the financial plan before the year is over. And if it’s already the end of the year, note that we need to have a signed contract by November 15th so we have time to meet with you and plan before the holidays.