Derek makes sure that i understand everything before i leave his office.
Craig’s ability to soothe nervous anticipation of our future financial prospects; his ability to consider the whole picture, not just from a financial perspective but also from a philosophical perspective that takes into consideration our personal moral and ethical stance on particular forms of investment.
Made to feel like a friend not a client.
Clear understanding of our situation and our goals.
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.