History & Mission

FIRM HISTORY

Spreading our wings to reach higher heights

Playfair Planning was named after Camille Ann Playfair (1970-1996), our founder Kim Bourne’s childhood best friend. 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 life's unforeseen challenges and the importance of being financially prepared for the unforeseen. The Playfair Dove symbolizes 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.

Your trusted financial guides

Playfair Planning Services is a holistic 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), Certified Private Wealth Advisor (CPWA®), 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 financial advice.

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Led by our founder, Kim Bourne

Kim has always been something of a guide — someone to show people a path to make better lives for themselves. She grew up watching family members and friends work hard yet fall short of happiness. She needed to find a way to help people realize the dreams that should come from a lifetime of work.

Concerned, sincere, and committed to her clients' dreams and goals, Kim holds her clients and her team accountable to make thoughtful decisions to manage, protect, and distribute wealth.

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Business continuation planning

Business Continuation Planning is key to preventing any potential threats or concerns that could arise due to unforeseen circumstances.

Playfair Planning has an established Business Continuation Plan, furthering our commitment to protecting you and your assets at all times.

Contact us to learn more about Playfair Planning's succession strategy >