Speaking

 
 

We’re not your typical financial planners. For starters, we don’t golf. What we do care deeply about is making personal finance less confusing, less intimidating, and actually useful for real people. Our work is rooted in the belief that good financial advice should be clear, honest, and grounded in real-world decisions, not jargon or hypotheticals.

If your business, conference, or organization is looking for speakers who know their stuff and can actually hold a room, AJ, Shane, and John are available individually or as a group. We deliver thoughtful, customized talks, panels, and roundtable discussions that meet audiences where they are. Our presentations are engaging, occasionally irreverent, and always practical. The goal is not just to educate, but to leave people with insights they can use the moment they walk out of the room.

In 2026 Catch Us At:

  • AICPA & CIMA Personal Financial Planning Symposium

  • 2026 NAFPA Spring National Conference

  • FPA NorCal

  • RIA Edge

  • AICPA Engage

  • Future Proof Festival

  • XYPN Live

Our favorite topics:

Financial Service Industry:

  • Equity Compensation as a Growth Engine for Advisory Firms

  • Integrating a Tax Practice into an Advisory Firm

  • Know Enough to Be Dangerous About Equity Compensation

  • How to Scale a Sales Team Beyond the Founder

  • Equity Compensation as the Gateway to Multi-Generational Clients

  • How to Serve Low Liquidity Clients

Employees & Business Owners (Founders, Tech Employees, Freelancers)

  • Retirement Plans for Business Owners and Freelancers

  • Making Sense of Your Equity Compensation: RSUs and Stock Options

  • Avoiding Costly Tax Mistakes with Equity Compensation

  • Planning for Liquidity Events Before They Happen

  • AMT, QSBS, and Other Equity Tax Landmines

  • Turning Equity Windfalls into Long-Term Wealth

  • Financial Planning for Pre-IPO Employees

  • Selling a Business: Equity, Taxes, and Life After Exit

  • Managing Cash Flow When Compensation Isn’t All Cash

Complete the form below to make an inquiry.


Bios

Ally Jane (AJ) Ayers is a CERTIFIED FINANCIAL PLANNER™ and Co-Founder of Brooklyn Fi, where she helps tech professionals and creatives make smart decisions around taxes, equity compensation, and complex money. With a background in writing and editing, she’s known for making financial topics clear, practical, and accessible.

Shane Mason is a CPA and CERTIFIED FINANCIAL PLANNER™ and Co-Founder of Brooklyn Fi, where he helps tech professionals and self-employed creatives navigate complex tax and financial decisions. With a background in public accounting, he brings a technical, detail-driven approach to building long-term wealth.

John Owens is the Managing Partner at Brooklyn Fi and a CERTIFIED FINANCIAL PLANNER™, specializing in equity compensation, retirement planning, and tax strategy. With a deep technical background and a practical, relatable style, he helps clients make confident decisions around complex financial planning challenges.

Fees

NYC: $400/hour (including presentation customization and event coordination)

Other cities: $400/hour (including presentation customization and event coordination) + plus travel and lodging costs