Wealth Analytics

Wealth Analytics

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We remove the client's fear of the future and replace it with subject knowledge and financial intelligence.

Photos from Wealth Analytics's post 06/18/2023

Papa was one in a billion. Not only did he teach me the tradecraft he mastered at CIA, but he also imparted his knowledge of business building and product invention to me.   

Being his daughter gave me a unique perspective on the world and showed me that I was capable of anything.  

Recently I have been building a Divorce Planning Kit, a series of 8 tools to help streamline the divorce process,  and am nearing the launch date. But it is bittersweet.

The tears often pour down my cheeks as I burn the midnight oil bringing my ideas to life. I can’t help but miss my father.

The last time I was involved in inventing a product, I worked for Victor Engineering under the tutelage of Big Papa Bear- BPB as he was affectionately known.  

He lived for innovation and was filled with incandescent creative energy that was burned so bright that even I couldn’t keep up with him.  

Papa would wake up in the middle of the night with an idea and know exactly what we needed to do to bring the product to market.  He knew how to make something out of nothing and we always had fun doing it.  

As I near the completion of my own invention journey, I can’t help but wonder what he would say; I have found myself waiting to hear his gentle yet authoritative voice instructing me on my next steps.

Our time together was cut short and I am left only with the memories of us playing around in the machine shop, prototyping a new product. Papa knew that he wouldn’t be around as long as he would have liked so he made sure to make the most out of the time we did have. Everything was a learning opportunity.

I am proud to be able to use the knowledge he handed down to me to build my own product. I am standing on the shoulders of a giant- rather, an eight-hundred-pound Russian gorilla as he liked to refer to himself.  

While Papa is not here to see the process, he is in my heart and his words continue to guide me. With each passing day, my love and respect for him only grows. I will forever be a Daddy’s girl.

Photos from Wealth Analytics's post 05/16/2023

Many individuals think they have their finances under control. But as one’s income grows, they quickly realize that managing finances is more complex than they anticipated.

Most don't know where to start or what questions to ask, this is why you should turn to a personal CFO for help. As a CFO, Victoria takes the time to understand your financial goals and provides personalized guidance that helps you achieve them.

Working with a personal CFO isn't just about managing your finances – it's about gaining a partner who can help you navigate the financial complexities of life.

Whether you're looking to save for a down payment on a house, start a business, or plan for retirement, a personal CFO like Victoria can help you create a plan that works for you.

We come in to uncover where your money is going, get all the bills paid on time, and design a sustainable financial ecosystem that sets you up for a financially secure future.

With us by your side, building wealth sustainably and making effective financial decisions for every stage of your life becomes easy and empowering.

Stop trying to handle finances alone, send us a DM so we can help you.

*This information is for general education purposes and is not investment advice.

Photos from Wealth Analytics's post 05/02/2023

Have you ever gone on a shopping spree to cheer yourself up after a tough day? Or splurged on a luxury item because you felt like you deserved it? Our emotions can have a powerful impact on our spending habits.

I recently walked into a Kate Spade and my eye was immediately drawn to a gorgeous green purse. I thought I needed it because I didn’t have anything like it in my closet yet. I wasn’t even in love with the structure of the bag, but I bought it anyway. I justified the purchase by saying I would return it if I didn’t use it within the next two weeks.

Low and behold, I didn’t use the bag, but I kept it anyway, then went back for another green bag that was almost the same but slightly different. Can you relate?! 🥴

Looking back, I realize that my emotions were clouding my judgment, and I probably could have found a healthier way to deal with my feelings.

Studies have shown that people are more likely to overspend when they are feeling sad, anxious, or stressed.

When we are in a negative emotional state, we tend to be more impulsive and less rational. That's why it's important to be mindful of our emotions and how they affect our spending habits.

If you need help managing a budget and finding ways to resist emotional spending, send us a DM! We can help!

*This information is for general education purposes and is not investment advice.

Photos from Wealth Analytics's post 04/27/2023

Planning for the future can be overwhelming, but with the guidance of an estate administrator, you can take control of your estate and secure your legacy.

As a wealth engineer and estate administrator, Victoria can provide invaluable insight into estate operations, offering strategies that maximize your assets while minimizing the stress of money in transition.

Whether you're starting to plan your estate or need to review an existing plan, she can provide the expertise and guidance you need to make informed decisions. Estate management is not just about protecting your assets; it's also about preserving your legacy. Victoria can help you achieve both.

Because estate planning is not a one-size-fits-all approach, she can also ensure that your estate is managed in a way that aligns with your values and priorities. She will work with you to create a personalized plan that meets your unique needs and objectives.

Planning for the future can be a daunting task, but with the guidance of a skilled wealth engineer like Victoria, you can create a comprehensive estate plan that protects your assets and your legacy.

If you want help navigating the complex financial issues surrounding estate administration, book a free consultation call. Link in bio!

*This information is for general education purposes and is not investment advice. Wealth Analytics provides non-legal wealth preservation strategies.

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68106

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