CFP®, EA, CEP, RLP®
Co-Founder and Financial Advisor
CFP®, EA, CEP, RLP®
Co-Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ally Ayers, CFP®, EA, CEP, RLP®
Fee-Only financial planner located in Brooklyn, NY, serving clients locally and across the country
Ally Ayers is a Brooklyn, NY fee-only financial planner. Brooklyn FI provides comprehensive financial planning, tax planning and retirement planning to help small and medium business owners, creatives, tech professionals ,and professional women organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ally Ayers is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ally-Jane Ayers (AJ) is a CERTIFIED FINANCIAL PLANNER™ who specializes in helping creatives and tech professionals build wealth. In her 20s she watched so many friends succeed creatively while still struggling with their finances and realized it was time to do something about it so she started a financial education podcast and went back to school to become a financial planner. AJ launched BKFI with Shane shortly after his guest appearance on her podcast. She’s also an Enrolled Agent and a Certified Equity Professional. With her expertise in tax planning surrounding stock options, she has helped dozens of clients transform a windfall into a path to financial independence.
As a writer and editor with a strong background in communications, AJ is passionate about delivering Brooklyn FI's message to our clients and the community
Ally Ayers is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Why Brooklyn FI?
First, the boring stuff.
We're fee-only, fiduciary, comprehensive financial planners. That's a lot of buzz words that basically mean we put our clients' interests ahead of our own at all times (emphasis necessary), we survey your whole financial picture before making recommendations and we only get paid by you, the client, which means we have no ulterior motives. You can even download our pledge to be fiduciaries here. We dig transparency, and we welcome you to ask us all the tough questions.
Now, the fun stuff.
The F.I. in Brooklyn F.I. 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 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.
As financial planners we seek to provide a holistic picture of your net worth and a path to financial independence at any age. We’ll take care of everything from raising your credit score to funding your retirement.
By becoming a Brooklyn FI client you're joining a network of creative professionals who are succeeding, not just scraping by.
Relax, we've got this.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Equity Compensation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ally Ayers is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ally Ayers is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Ally Ayers is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Ally Ayers is an Enrolled Agent (EA) with the IRS
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Ally Ayers is a Registered Life Planner® (RLP®)
A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.
Ally Ayers earned the Certified Equity Professional (CEP) Designation from the Certified Equity Professional Institute at Santa Clara University
Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers on XYPN Radio
Ally Ayers Named to Business Insider's List of 23 of the Best Financial Advisors for Millennials
Ally Ayers is Quoted on NextAdvisor: "Checking vs. Savings Account: What’s the Difference?"
Ally Ayers is Featured in ThinkAdvisor: "Music Editor Turned Advisor, 30, Helps Side Hustlers Build Wealth"
Ally Ayers is Featured in Format: "Moneysplained’s Guide to Finances for Freelancers"
Ally Ayers is Interviewed by The Creative Independent
Contact Ally Ayers
109 S 5th St
Brooklyn, NY 11249