Guiding your financial journey
A holistic financial firm in New York City providing peace of mind for generations
Learn about our history and mission, our team, and our opportunities.
Discover what's important about money to you through the Playfair Process and a Financial Road Map®.
Gain the knowledge you need to manage your money wisely, with our signature programs.
Playfair Planning is committed to helping create a community of equality where everyone has the opportunity to pursue their dreams
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.
Strategies for Individuals & Families >
Strategies for Institutions >
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.