Financial planning for the long term can be an arduous task. It requires one to factor in a multitude of variables including, but not limited life expectancy, lifestyle, retirement, income, investment returns, gifting, and legacy considerations. Kim Bourne understood the complexities involved in creating a well-thought-out written financial plan and dared to build a business explicitly designing financial road maps tailored around her clients’ lifestyles at a time when white men dominated the financial advising industry.

The bellow are the highlights of the interview with Insights Success a business journal.

The Journey
As a life-long Brooklynite, Kim observed decades of change in Brooklyn neighborhoods. Some underwent divestment, while some parts enjoyed gentrification. As time went on, she got married and started a family. As a mom, her metrics for success were simple:

Creating Words to Live By
We work hard each day to replicate the ideals from the Ritz Carlton’s Credo, Motto, Employee Promise, Steps of Service, and Service Values. We invest in each team member’s enrollment in the Ritz Carlton’s Leadership Institute. We strive to meet a gold standard and help our individual and institutional clients curate wealth.”

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