Financial Education and Planning For Employees
Bring the benefits of financial planning with Brooklyn FI to your workplace.
We start with a two hour virtual workshop that covers basic financial topics in an engaging way. Your employees will leave with a better understanding of their own finances and how your company’s benefits program can help them reach financial independence. We also offer individual sessions of one-on-one virtual financial planning as a follow-up to the workshop.
Our workshops are conducted virtually to make it easy to schedule across different teams.
Financial Education Workshop - 2 Hours
Savings and cash flow
Improving your credit score
Best budgeting and banking tools
Taxes for employees and freelancers
-5 Minute Break-
Retirement plan overview
Retirement plan specifics for your company
Benefits review for your company
Individual Financial Planning
Your employees will be invited to book a 75 minute virtual financial planning session with one of our CERTIFIED FINANCIAL PLANNERS.
Ahead of the meeting, each employee will be coached on tracking expenses and organizing their financial lives.
During the meeting we’ll discuss the specifics of the employee’s financial life covering these topics: cash flow and savings, credit card and student loan debt, investmenting, and retirement planning.
What it costs
Financial Education Workshop - $1,600 (limit 20 employees per workshop)
Individual Financial Planning - $700 per employee (optional to your employees)
Team Discounts on Individual Planning
10 employees - 10%
20 employees - 20%
30 or more employees - 30%
Let’s say you have a team of 13 and 10 of them want to take advantage of individual planning. You cost would be:
Group workshop $1,600
Individual planning for 10 x $700 (with 10% discount) $6,300