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, as it's about much more than the numbers. It's about their most important goals, dreams, values, 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. It's about creating harmony between your life and your money. To us, that's real financial advice, and we don't know how to do it any other way.
us to learn more about how we can help.