We often have an expectation that making good money decisions is a function of opening an excel spreadsheet and creating a formula or building a model. At Derek Kitchen Wealth Advisory Group, we understand our relationship with the families we work with goes beyond the spreadsheet, that it's about much more than just the numbers. It's about uncovering their most important goals and dreams, values and beliefs, who and what are important to them. It's about taking the time to get really clear about where they are today, where they're trying to go and maybe most importantly, it's about their why. To us, that's real financial advice. We don't know how to do it any other way.
us to learn more about how we can help.