Clear understanding of our situation and our goals.
Everyone on the team can advise and clarify our situation which indicates to us that there is a sharing of expertise and knowledge within the team.
Our financial set up has been very efficiently handled and suits our life style.
Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
Good balance of going over what's happening in the financial sense as well as me feeling we can chat about what's happening in life generally.