The client is always at the center of our decision-making process. We begin by learning about the challenges and objectives our clients are facing. Next, we illuminate possible outcomes and determine the skills necessary for clients to turn a strategy into success.
We pride ourselves on using the latest technological advances to make modernize the client experience. We utilize a variety of platforms to increase ease of use and help our clients track their finances. We offer secure document sharing to ensure our client’s professional team has access to key files.
When partnering with us, clients can count on our dedication to intellectual excellence to preserve the intellectual integrity of the solutions we offer and to create positive change in their lives. Wealth Analytics conducts a minimum of 50h of higher learning course work annually.
Family Financial Mediator/ Divorce Analyst & Strategist/ Holistic Wealth Consultant
402.430.3092 831.851.9876 email@example.com
From a very young age, my father encouraged me to take an active role in managing the family finances and was soon acting as a financial translator for my mother. The more educated I became, the more I noticed how their advisors were only watching stocks go up and down, and not actually giving good financial advice on how to prepare my parents for their financial future. I later learned that their advisors were not acting as fiduciaries, meaning the advisors could advocate for outcomes that benefited themselves more than my parents.
These advisors also failed to help my parents plan for common life events like my father’s stroke, which caught my parents grossly unprepared. My parents carried risk that could have been properly mitigated by an educated advisor. To help my family stabilize after my father’s stroke, I became heavily involved with the financial processes and planning. I realized that there was an immense need for common sense financial guidance and I was uniquely positioned.
Forever an entrepreneur at heart, I founded Wealth Analytics, a modern financial services firm with the client at the center of the process. At Wealth Analytics, we help clients plan for their future but also provide support for clients through challenging life events. We have three main divisions of service. Wealth Analytics partners with clients to determine and analyze their financial goals. Divorce Analytics is dedicated to managing the impact divorce has on a client’s personal finances and creates court ready financial documents. Life Transition Analytics is the additional horsepower that clients need to be properly prepared and equipped for the next stage of life.
The firm is based on a team approach as holistic management involves a variety of experts and collaboration is the surest way to provide clients the latest information in every area of life and industry.
It is truly our pleasure to serve you.
~ Victoria V. Kirilloff
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Through personal analysis, we improve our client’s financial outcomes and their overall financial I.Q. by taking and problem solving approach rooted in education. To best meet our client’s needs, Wealth Analytics cooperates with its sister company Divorce Analytics to ensure client outcomes are properly navigated at each stage of life.
Wealth Analytics focuses on bringing the power of financial analysis to your everyday decision making. We work with you to identify your goals, determine any unique needs or restrictions, and develop a holistic solution. We measure progress by personalized metrics and make courses corrections to ensure success.
Divorce Analytics offer pre-divorce consulting to provide you the information needed to confidently move forward. We also help you develop and evolve financial divorce strategies after proceedings begin. When the divorce decree is finalized, we ensure you have fully severed financial ties and help you transition to a new normal.