The Phoenix Financial Blueprint

Service Description

The Phoenix Financial Blueprint is a focused, three-hour intensive designed to help individuals gain clarity and confidence around their finances early in the divorce process. At Phoenix Financial Advocates, we believe informed financial understanding is essential during times of transition. **All Phoenix Financial Blueprint clients begin with a short 15-minute Zoom conversation. This call helps us understand your situation at a high level, explain what the Blueprint includes, and ensure the session is as focused and valuable as possible. We’ll schedule your 3-hour intensive during this call.** This service is ideal for those who want a clear, organized picture of their financial reality before making legal decisions. It complements the work of legal counsel but does not replace attorneys or provide legal advice. The goal is to prepare clients for more efficient, grounded, and productive legal conversations. Before the session, clients receive preparation materials, including financial worksheets and a document checklist, so time together is spent on analysis and strategy rather than information gathering. During the session, we: •Develop a preliminary marital balance sheet •Review property division considerations, including liquidity and tax sensitivity •Examine income sources and financial structure •Identify key financial questions and decision points •Review cash-flow scenarios and budget implications •Clarify next-step financial preparation Clients leave with organized financial information ready for attorney review, a clearer understanding of their financial picture, and greater confidence moving forward — supported by experienced financial advocates committed to clarity, respect, and transparency.