ABOUT US
Leveraging Financial Knowledge, LLC (LFK LLC) nurtures the development of truly successful financial lives through a greater understanding of the financial landscape. LFK LLC developed specific, focused curriculum and strategies rooted in simplicity and common sense to help clients address their immediate and long-term financial goals.
LFK, LLC serves businesses, individual clients as well as the employees of subscribing companies, organizations and educational institutions within the Greater Philadelphia Area.
LFK, LLC serves businesses, individual clients as well as the employees of subscribing companies, organizations and educational institutions within the Greater Philadelphia Area.
Mission & Vision
Motivate and educate businesses and individuals to take control of their financial lives.
Company Story
Leveraging Financial Knowledge, LLC is a business nurtured for over two decades. It roots are from entrepreneurial influences of family and business experiences. Founder Lesley Katz, CPA, discovered a passion for personal & business finance that has become her professional calling. Serving as an enduring resource to friends, family, colleagues, and clients alike for more than 30 years, Lesley witnessed first-hand how imparting a little financial knowledge could dramatically aid individuals in achieving their financial goals.
Motivated by their success, Lesley founded Leveraging Financial Knowledge, LLC to empower others to improve their own lives through financial education with smarter strategies for financial security. By tackling the fundamentals of good money management, she believed everyone from financial novices to CEOs can benefit by educating themselves and putting a clear plan into action.
Motivated by their success, Lesley founded Leveraging Financial Knowledge, LLC to empower others to improve their own lives through financial education with smarter strategies for financial security. By tackling the fundamentals of good money management, she believed everyone from financial novices to CEOs can benefit by educating themselves and putting a clear plan into action.
Testimonials
"I wish to express my thanks and appreciation for the time Lesley Katz spent making heads or tails of our finances. Thanks to her, I have a better understanding of where we are & what to expect. It made pulling everything together for the CDFA that much easier. Thank you, thank you! It would have been so much harder and more stressful if not for her help." ~ Barbara
"Lesley Katz was brilliant at Skyping and managing secure documents all the way to Australia. I encourage you to call her to help you through your financial management well beyond just filing taxes. She will work diligently on your behalf until your project is complete. Couldn't be more grateful!" ~ Lois
"Lesley Katz, CPA spoke to my Senior Seminar class on September 21st. The class helps students prepare for life after graduation, and Lesley's presentation gave them a very good financial roadmap to get them started. In real-world, concrete terms, she walked the class through ideas for budgeting, the best way to find the right bank, how to understand bank fees. Most importantly, Lesley asked them to think about the difference between "want" and "need," including an exercise where students divided their desire into the two categories. It was an excellent way to get students thinking about priorities and to start setting goals." ~ Peter, Temple University
"As a widow and recent retiree embarking on a long awaited home renovation, I sought the help of LFK LLC to learn how to approach financial planning for the project. My experience was a very positive one, because my fears were replaced with the knowledge of how to proceed with confidence. LFK LLC's common sense approach made a complicated situation seem simple. I came away knowing not only what I needed to do for this project, but with a financial education that will benefit me in future endeavors." ~ Joyce