At Playfair Planning Solutions, we provide tailored service that goes far beyond that of a typical financial planner. No matter how complex the financial situation, we provide advanced solutions to address the needs of our high-net-worth clients.
Your Trusted Guide
Commitment, compassion and trust are at the heart of everything we do. At Playfair, you can count on us to prioritize your financial wellbeing above all else.
We Focus on What’s Most Important to You
We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
- Wealth Accumulation – asset preservation, large purchase advice and portfolio income
- Charitable Giving – creating your own charity, tax considerations and sustainable giving
- Estate Planning – tax challenges, modern family structure, managing expectations and advocating financial responsibility
- Risk Mitigation – diversified portfolios with appropriate asset allocation, debt management and insurance planning
- Tax-Smart Investing - strategies focused on preserving more wealth after taxes
Comprehensive Advice In One Location
Already work with a few experts that you trust? Our elevated experience means you no longer have to find time to meet with multiple financial experts. We’ll work closely with your current advisors to create a comprehensive Financial Road Map® implemented by Playfair Planning so you know you’re getting seamless advice on your complete financial picture.
We Provide Unparalleled Service
Your happiness is our priority. Whether you need to meet often to strategize a complex situation, or you’d prefer less in-person meetings in favor of electronic communication, we can provide a service model that fits your busy lifestyle.
Our technology, education, and years of experience serving HNW clients have honed our results-based process to provide the best experience we can to each of our clients. You’ll enjoy the transparency, dedication and honest conversations you should expect from a wealth manager with your needs at heart.
But the most compelling reason is the one that draws client after client to Kim Bourne's door: she delivers what she promises. That's why people choose her as their life advisor. That's why people plan with Playfair.
