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.
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:
- She had to produce strong swimmers, not for just their own sake, but to save someone else’s life.
- She helped her children to become proficient writers so that they could advocate for