33 Nassau Ave
Brooklyn , NY 11222
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Millennials, women, equity compensation, tax planning, tax preparation
About My Practice
A bit about the firm: The F.I. in Brooklyn FI stands for Financial Independence. The central idea at the core of our planning practice is that money is just a tool to live your best life. We specialize in business planning for creatives and navigating the complications of equity compensation for tech professionals. Whether you’ve got RSUs, ISOs, Non-qualified options, or something funky, we have deep tax knowledge to help navigate a diversification strategy. We know something most financial advisors and planners don’t know—that a passion is more important than a salary. We like to think that we specialize in turning side-hustles into nest eggs. By becoming a Brooklyn FI client you’re joining a network of creative professionals who are succeeding, not just scraping by.
About Ally Ayers
AJ Ayers, CFP, EA is a financial planner in Brooklyn, New York. She specializes in financial planning services for small and medium business owners, creatives, tech professionals with equity compensation, and professional women.
The ideal Brooklyn FI client is between age 25 and 45 and is passionate about their career. A lot of our clients work in tech and we combine the Kinder Life Planning approach with highly technical tax planning to guide them through the roller coaster of an IPO.
We're a fee-only firm. We value transparency and our fees are listed right on our website: www.brooklynfi.com/prices. We charge a monthly retainer that INCLUDES tax filing and offer asset management as a separate service.
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