Holistic Process
Discover what's important about money to you through the Playfair Process and a Financial Road Map®.
Signature Programs
Gain the knowledge you need to manage your money wisely, with our signature programs.
Community
Playfair Planning is committed to helping create a community of equality where everyone has the opportunity to pursue their dreams
Navigating all aspects of your financial journey
Our team provides comprehensive strategies to individuals, families, and institutions planning to invest and preserve wealth. Let us guide you through complex financial challenges to achieve your long-term goals. Our tailored service goes far beyond that of a typical financial planner.
Elevating your expectations
Our logo reminds us to spread our wings to reach higher heights, and embodies our commitment to continuously go the extra mile for each of our clients. Doves are intimately aware of their environment and demonstrate a highly developed sense of presence.
Our founder, Kim Bourne, has been made keenly aware of the unplanned challenges that life brings and the importance of being financially prepared for the unforeseen and has made it her mission to help her clients do just that.
Wherever you are along your financial journey, we provide a holistic approach to travel the distance alongside you. The Playfair Planning team works hard to make your financial dreams a reality.
