You go out of your way to understand the history of your client (us), which has given you greater understanding of what we need and want in order to push forwards. With this knowledge you have been able to give better and sounder advice through a solid and achievable plan. Without a plan there is no goal, without a goal the future is unclear and unmapped. You are our personal financial ‘Navigator” and “GPS”. Now, we feel we can work our time and efforts to attain our goals in a much clearer and efficient way. Thank you for being so accessible. You make us feel we are important!