Theme Group: Financial Baseline

California Disclosures Blueprint

  • Build disclosure readiness without drowning in paperwork.
  • Objective: Create a disclosure collection plan aligned to CA forms/workflow. 19
  • Prework: Gather: last 2 tax returns, recent paystubs, account list
  • Takeaway: Disclosure document checklist + folder structure

Description

California law requires extensive financial disclosures during divorce, and failure to complete them accurately can delay proceedings or lead to serious legal consequences. This sprint provides a clear overview of the disclosure requirements and explains how these documents influence negotiations and settlement outcomes. Participants learn why disclosures matter and how to approach them strategically rather than treating them as a purely administrative task.

The session walks through the key disclosure forms and outlines a practical system for collecting the information required to complete them. Participants develop a document checklist and a simple organizational structure for storing financial records and supporting documentation. By the end of the sprint, participants will have a clear plan for gathering disclosure materials efficiently and ensuring that their financial information is organized and ready for review.

$345

Duration: 50 minutes

Delivery Format

  • Studio: In-Person
  • Cloud: Online

What’s Included

  • Live session with expert
  • Practical framework or worksheet
  • Opportunity for participant questions
  • Might be part of a package

Last Updated: March 11, 2026