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Firm History

About

Playfair Planning Services is a boutique financial firm located in New York City. Our team of credentialed financial professionals, including Chartered Financial Analysts (CFA®) charter holders, Certified Financial Planners® professionals (CFP®), Certified Public Accountants (CPA), Enrolled Agents (EA authorized to practice before the Internal Revenue Service), has the knowledge and expertise necessary to provide our clients with objective and unbiased holistic financial advice.


Fiduciary Relationship

We have a fiduciary duty to act in our clients' best interest. The fiduciary duty of care is generally considered the highest legal standard of integrity, trust, and accountability. Even the potential for a conflict of interest must be fully disclosed. We have no financial interest in recommending one investment product or solution over another. Our independence allows us the freedom and flexibility to create a specific investment strategy tailored to meet your unique financial goals. Our relationships are built on a foundation of trust, integrity, and transparency.


Playfair’s History

Playfair Planning Services was named after its founder’s, Kim Bourne's, childhood best friend, Camille Ann Playfair (1970-1996). Camille's death painfully inspired Kim to offer her clients a total financial plan, branching out from being a CPA (tax professional) to attaining the required licenses and becoming a Certified Financial Planner. Camille was killed in a car accident. Subsequently, almost a decade after Camille's death, two of her children were killed in another car accident. These tragedies make Kim keenly aware of the unforeseen challenges that life brings and the importance of being financially prepared for the unforeseen. The Playfair Dove is a symbol of the soul's release from its earth-bound duty. On earth, doves are intimately aware of their environment and demonstrate a highly developed sense of presence. Doves remind us to spread our wings and allow ourselves to reach higher heights. Let your personalized Financial Road Map® elevate your experience.