Playfair Planning

Financial ServicesNew York, United States11-50 Employees

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.

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 an integrated approach to travel the distance alongside you. The Playfair Planning team works hard to make your financial dreams a reality.

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