Kudsia Leith Sanchez

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, we have the experience, passion and means to do so.