The most important thing to me was being able to go in with confidence knowing I had an expert team behind my back! They were very thorough going over all aspects of our situation from taxes through retirement plans/401k's etc.. We felt like we could trust them fully as they have been around forever (I think since 1989) so there wasn't any hesitation when it came time making changes or additions later down the road. There are some things you can do yourself but if your not familiar w certain areas then ask questions because these people know what THEY'RE doing!! If anything just be open minded about how much work needs done vs taking care of everything by themselves. It will make life easier at times where sometimes its hard enough dealing with one issue let alone multiple issues within each area too which makes this even more complicated than necessary especially during busy seasons such as now after Tax Day has passed.