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

Levy, Victor S

Softcover

ISBN 10: 1632990881 ISBN 13: 9781632990884

Publisher: River Grove Books, 2016

Synopsis

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.

About this title

Review

The Kitchen Table Financial Plan, Victor Levy creatively demonstrates the value of working with a financial advisor and howfinancial advice can be the most impactful when the advisor-clientrelationship is personalized, collaborative, and built on trust." DAN ARNOLD, PRESIDENT, LPL FINANCIAL "The Kitchen Table Financial Plan sounds like the biography of our financial experience. It should berequired reading for young professionals and their spouses during thefirst five working years. The financial missteps made by the Bell family in the book are too often the rule rather than the exception. They canand should be avoided with early financial planning. We wish we hadstarted with a professional plan twenty years earlier than we did!" JOSEPH E. GIANGRASSO, DMD, AND JANICE GIANGRASSO "All our lives we have heard, 'a penny saved is a penny earned.' The Kitchen Table Financial Plan presents a realistic, modern story of what happens when we spend beyond our limits and never consider the rainy day. Most people will bepleasantly surprised at the simplicity a financial plan can bring to your life--whether it's guiding an aging generation or mentoring a young one just starting out." ILYA GIRLYA, PRESIDENT, DIGGERLAND USA "Do you have a financial planner? If not, do you know why? Do you know howto find a financial planner? Do you know what he or she can do for youand how he goes about it? If any of these questions has gone throughyour mind, then this is the book for you! The Kitchen Table Financial Plan explains each question comfortably, concisely, and in depth..." JOSEPH B. ICENHOWER, JR., DMD "Finally, someone takes the dizzying world of personal finance from the pages of the Sunday business section and distills it into straightforward concepts applicable toeveryone from the mailroom to the boardroom. Thank you, Victor!" KENNETH SILVER, PRESIDENT, JIM'S STEAKS, SOUTH STREET

Edition details

• Publisher: River Grove Books
• Publication date: 2016
• Language: English
• ISBN 10: 1632990881
• ISBN 13: 9781632990884
• Binding: Paperback
• Number of pages: 200