We are not your typical financial planners. First of all, we don’t golf. But we are passionate about what we do and we’ve made it our mission to make the jargon-filled and overly complicated world of personal finance accessible for just about everyone.
Is your business, conference, or organization looking for a killer speaker? Look no further than AJ and Shane. We’re available as a dynamic duo or on an individual basis. We can deliver customized presentations, lectures, or exciting round-table discussions. Our PowerPoints are spicy and we not only aim to educate but to actually engage our audience and provide actionable advice.
Our favorite topics:
Starting a Business
Stock Options 101
Retirement Plans for Business Owners and Freelancers
Understanding Your 401(k) and Company Benefits
…and so much more
Complete the form below to make an inquiry.
Ally-Jane (AJ) Ayers, Enrolled Agent is a financial planner, freelance tax specialist, and co-founder of Brooklyn FI. She’s a former music journalist and book editor with a passion for helping creative people and tech professionals understand their money. (Download headshot)
Shane Mason, CPA/PFS, CFP, CSLP is a certified public accountant and certified financial planner who specializes in helping self-employed creatives and tech professionals foster wealth. After spending 7 years in the public accounting space he embraced his independent spirit and co-founded the financial planning firm Brooklyn FI. (Download headshot)
Other citites: $2,000+ plus travel and lodging costs.