We felt confident, in control and like you absolutely had our best interests at heart with minds full of expertise

Hey Derek, Natalie & Geneva!

This is just to say: you’re great and we compare everyone we work with to you and your approach. 

We kicked off a relationship with a new broker/financial planner this morning. And, in short, the Zoom call didn’t go exactly as planned and I think we had a mismatched set of expectations. All will be perfectly fine. But as Dan and I were debriefing to figure out what went wrong and how we should give feedback to set things right, we immediately started comparing that call to our first meeting with you. 

We reflected at how professional and accommodating you were when we came by your office for our first meeting. You spent plenty of time zoomed out and setting context on how looking for a house works, what our relationship with you would look like, what kinds of things to expect and how to think through tough questions. We could feel, immediately, that you had a “No stupid questions” policy and that your interactions with us were rooted in the knowledge that, sure, this is a business transaction: but one that is incredibly personal to us and will have a huge impact on our lives. From first meeting to closing, we felt confident, in control and like you absolutely had our best interests at heart with minds full of expertise.

All of this is to say: you all are amazing. Sometimes you don’t realize how good you’ve got it. I hope you all have a wonderful weekend. <3