Kim Bourne: Guiding You Along Your Financial Journey


 

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.”


Source URL

Comments

Post a Comment

Popular posts from this blog

How to Start a Mutual Fund Distribution Agency in India?

Image
 In this article, you’ll learn the step-by-step process to start a mutual fund distribution agency in India. We’ll also explore different aspects of a mutual fund distributor, such as roles and responsibilities and commission earned. What is a Mutual Fund Distributor? A Mutual Fund Distributor is an authorised individual or entity distributing mutual fund schemes to investors. They facilitate the buying and selling of mutual fund units between Asset Management Companies (AMCs) and investors. Steps To Start A Mutual Fund Distribution Agency in India Register your Agency with ROC – To establish a Mutual Fund Distribution Agency, the first step is to register your agency with the Registrar of Company (ROC). It will lay a legal foundation for your agency. Recieve a Permanent Account Number (PAN) – Obtain a PAN for your company to ensure compliance with financial regulations. It enables smooth financial transactions. Set Up a Corporate Bank Account – The next step is to open a corporate ban
Read more

How to Buy Instagram Followers: A Strategic Guide to Boosting Your Social Presence?

Image
  Instagram has become a pivotal platform for individuals and businesses aiming to establish a significant online presence. With over a billion active users, the competition to stand out is fierce. One strategy that has gained popularity is buying Instagram followers. This guide aims to provide you with a comprehensive understanding of how to navigate this process effectively, ensuring that it contributes positively to your overall social media strategy. Understanding the Basics of Instagram Growth The role of followers in determining your success on Instagram cannot be overstated. They not only increase your profile’s visibility but also enhance engagement and credibility. However, the debate between growing your follower count organically versus purchasing followers is ongoing. Each method has its pros and cons, and understanding these can help you make informed decisions tailored to your goals. Where to Buy Instagram Followers? There are numerous platforms and tools that cla
Read more

Top 10 Inspiring Business Leaders Making a Difference 2022

Image
 Top 10 Inspiring Business Leaders Making a Difference 2022 Top 10 Inspiring Business Leaders Making a Difference 2022 Ideation, Innovation, and Inspiration have been among the most favored trio of entrepreneurs worldwide. Furthering the journey of ideation, Innovation and inspiration, it is best to refer to Steve Jobs and his saying, “ My job is not to be easy on people; my job is to make them better .” Ideating this thought definitely ushers inspiration in every individual but is it easy enough to utilize the sheer spring of inspiration and excel in the current cutthroat competition? Dwelling on such an instigating inquiry, you would land on the solution that Innovation can help us move forward! Once known to be the go-to-recipe of a successful business, Innovation has found its space at the forefront of technological leadership and is exemplifying its benefits in the global business space. Today, if one scouts into the business world, it is easily noticed that business leaders
Read more