Kudsia Leith Sanchez
Financial Services - Waterloo, ON, CA
Kudsia Leith Sanchez Employees
Kudsia Leith Sanchez Details
Kudsia Leith Sanchez is a full service financial planning company that helps people realize their dreams through smart financial planning. Our goal is to make financial planning work for you like it never has before through innovative and solution-focused thinking. Our process is based on trust and includes: 1. Establishing the parameters of our relationship 2. Gathering your data and determining your goals and expectations 3. Clarifying your present financial status and identifying any problem areas and opportunities 4. Developing and presenting your financial plan 5. Implementing your financial plan 6. Monitoring the financial plan KLS offers an individualized approach to planning that reflects your needs rather than the newest financial product offering. We'll walk you through the financial planning process and implement our recommendations that you decide on, such as: • Retirement Planning • Investment and Saving Planning • Health Insurance • Living Benefits • Business Financial Planning • Post Secondary Education We believe in putting people before profit, and every interaction we have with you, our client, reflects that standard. We'll create solid financial planning solutions that help you reach your goals, and with more than 50 years of combined knowledge and skill the Power of 3 has the experience, passion and means to do so.
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