The Kitchen Table Financial Plan: A Practical Approach for Any Stage in Your Life

Ever been curious, frightened, or intimidated about planning your financial future?

No matter what age you are, how much you earn, or where you are in life, you will find that you are not alone once you’ve read The Kitchen Table Financial Plan. Author Victor Levy gives us a down-to-earth, reassuring, and authoritative window into the world of personal financial planning. At the core of the book is his genuine belief that every financial plan is an honest, living document, and as such, should be worked out comfortably in the heart of the home—at the kitchen table. He shows us just how a plan is done, and how—with the right kind of planner—we’ll never need to feel alone as we take on our financial future.

Levy’s book will show you how individuals can gain control of their financial lives by employing the services of a financial planning team—and what the process of planning can look like. Levy underscores the empathetic, professional, and highly supportive nature of the ideal planner. He obviously loves his topic and is clearly someone whose vocation is in planning and helping others.

Through the story of a fictional dentist and his relatable extended family, the author painlessly introduces us to official forms, agendas, memoranda, and other documents that in any other setting might seem overwhelming. But the progress of the family as they work toward their financial freedom simultaneously provides us with an easy-to-understand lesson on attaining that same confidence and peace of mind. Read The Kitchen Table Financial Plan and you’ll sleep well knowing that help with planning can be within your reach.

Victor Levy is a Certified Financial Planner™ practitioner and president of Levy & Associates, a wealth management and employee benefitscompany located in Philadelphia. He received a BA in English literaturefrom Boston University, a JD from the John Marshall Law School inChicago, Illinois, an LLM from the University of Miami School of Law inCoral Gables, Florida, and he holds the CLU designation from TheAmerican College of Financial Services in Bryn Mawr, Pennsylvania.