Playfair Planning

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Playfair Planning Playfair Planning is a holistic financial firm in NYC providing peace of mind for generations.

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.

For 30 years, we’ve helped families plan the future they hope to leave behind. Now we’re starting a new conversation. Th...
10/26/2026

For 30 years, we’ve helped families plan the future they hope to leave behind. Now we’re starting a new conversation. The Legacy Letter A quick read for living well and leaving something meaningful behind. Open enrollment isn't just...

Protect yourself from identity theft.
10/24/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

FDIC insurance was designed to protect your deposited funds, but do you know how?
10/17/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

10/10/2026

Have a kid heading off to college? Here are a few tips.

Whether you’re building your career, starting a family, or planning for retirement, a tax-intelligent Financial Professi...
10/03/2026

Whether you’re building your career, starting a family, or planning for retirement, a tax-intelligent Financial Professional can be your greatest asset at any stage of life. Reach out to us so we can put our tax intelligence to work for you!! 🚀

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09/26/2026

Connecting everyday decisions can help you stay on track and spend intentionally. Learn the difference between spending intentionally and spending reflexively.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
09/19/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

09/12/2026

Wealth alone doesn’t ensure continuity.

Families focused on education and structure are better prepared for long-term stewardship.

Address

New York, NY
11236

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17186295898

Website

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