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Brooklyn Plans Reviews

Rated 5 based on 20 Reviews

81 Prospect St, Brooklyn, NY 11201, United States

Financial Services Brooklyn

Published on
June 18, 2025
Last updated
June 18, 2025

Reviews Summary

Brooklyn Plans receives highly positive feedback for its financial planning services, with reviewers highlighting founder Kristen and her team’s attentive and individualized approach. Customers frequently mention the emotional support and comprehensive strategies provided, noting recurring check-ins and tailored solutions to complex financial challenges. Comments point to detailed explanations, availability of tools, and a friendly, supportive manner. A few reviews acknowledge concerns over initial pricing but express satisfaction with the value gained.

Common themes in the reviews include effective communication, educational guidance, and a personalized experience addressing specific needs, such as debt management, goal-setting, and navigating shared finances. Clients appreciate the patient, collaborative process used by Brooklyn Plans, as well as the flexibility shown when adjusting financial plans or addressing unique situations. Families, couples, and individuals report feeling more confident and in control of their finances after working with this Brooklyn-based firm.

In summary, Brooklyn Plans is regarded as a trusted and supportive partner for personal financial planning in Brooklyn. Reviewers note many trust signals, such as repeat engagements, significant improvements in financial literacy, and transparency in approach. The company’s consistent, client-centered service and focus on education mark it as a reputable choice for those seeking financial clarity in the Brooklyn area.
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What Customers Are Saying About Brooklyn Plans?

took time to get to know our family

amazing and really so pivotal

compassionate, personal approach

tremendously helpful resource

feel more in control of my finances

part counselor part finance wiz!

very caring and well informed

great way of simplifying and explaining financial jargon

I feel such relief after my meeting

did such an incredible job getting my personal finances in order

Trustguide extracts key phrases from reviews about Brooklyn Plans and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that 100% of Brooklyn Plans's customers had a positive experience.

Positive
100%
Neutral
0%
Negative
0%

Brooklyn Plans Ratings

5

As of Based on 20 revies as of Jun 18, 2025

Brooklyn Plans Score

100%

As of Based on 20 revies as of Jun 18, 2025

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Customer Reviews

As of Jun 18, 2025, 20 customers have reviewed this business and rated it 5 Star out of 5. Trustguide conducted an in-depth analysis of Brooklyn Plans's publicly available reviews View source

Benjamin Healy rated Brooklyn Plans 5 stars
8 years ago
My wife and I came to Brooklyn plans to learn how to get out of debt. Kristen took time to get to know our family and give us the support needed to change our spending habits and set goals. We really appreciated the emotional support in addition to the detailed spreadsheets and charts we received through the initial plan and subsequent monthly check-ins. Kristen listened carefully to our struggles and needs, offered options and reached out to her colleagues when additional support was needed. I highly recommend working with her.
Lindsay Mayrose rated Brooklyn Plans 5 stars
2 years ago
Kristen and her team have been amazing and really so pivotal in my management and understanding of my personal finances. On top of that, she is consistently available, patient, and invested in sustaining my progress. I definitely recommend Brooklyn Plans!
Melissa Wong rated Brooklyn Plans 5 stars
2 years ago
Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. She's a great teacher, cares deeply about her clients and I'd highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

Frequently Asked Questions About Brooklyn Plans

How does Brooklyn Plans support clients facing complex financial challenges?

Brooklyn Plans provides individualized strategies for various financial issues, such as debt reduction, savings goals, and managing shared finances. Clients receive both technical advice and emotional support, with check-ins and resources tailored to their specific needs.

Is the financial planning process with Brooklyn Plans personalized?

Yes, Brooklyn Plans emphasizes a personalized approach. The team takes time to understand each client’s goals and habits, and customizes action plans, tools, and meeting styles—such as visual aids or one-on-one coaching—to best support client decision-making.

Are there ongoing check-ins or follow-up meetings?

Yes, Brooklyn Plans includes scheduled monthly check-ins as part of their financial planning process, allowing clients to adjust goals and strategies over time, address new challenges, and receive continuous support.

About Brooklyn Plans

Financial Services
Brooklyn Plans is a financial planning firm that offers comprehensive personal finance guidance for individuals, couples, and families. The company provides services such as debt management, savings and spending plans, retirement planning, and investment strategy advice. It operates as an in-person and remote consultancy, primarily serving clients in Brooklyn.

The company’s workflow involves personalized consultations, ongoing monthly check-ins, and tailored financial planning tools such as spreadsheets and charts. Brooklyn Plans combines strategic guidance with emotional support, adapting their approach to suit each client’s preferences and financial priorities. Their team, led by Kristen, employs clear communication and technology to support decision-making and long-term goal achievement.
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How is this report generated

Trustguide generates concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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