Each and every time you review your investments, it should be done through the lenses of data, and not emotion. Data is derived from mathematical computations and aren’t subjected to opinions, or emotional volatility. Data never has anything going on in it’s life. Data can illuminate things you didn’t see before.  Process is what enables you to have an unemotional platform upon which you can make decisions about your investments. Through regularly schedule meetings, reviews, and check-ins we keep you on track. Through our technology we can even monitor market volatility for the past 15 days and know precisely how it may be emotionally impacting you. From there we’ll reach out with tailored communication meant just for you.