We often have an expectation that making good money decisions is a function of opening up an excel spreadsheet and making a formula or model. But good financial decisions require more than a spreadsheet.
At Derek Kitchen Wealth Advisory Group, we go beyond the spreadsheet. We believe our role is to be clients' guides in helping them navigate towards their desired future state.
We do this by:
Ultimately, our goal is to help create harmoney between our clients' lives and the decisions they make with their money.
Contact us to learn how we can help create your HARMONEY.