Clients: Anthony & Bri, Teachers, Chicago, Illinois
Service Used: Phoenix Investment Starter Pack + Performance Tracking

Background & Challenge

Anthony and Bri were newly married and looking for smarter ways to grow their joint savings. While they had savings accounts, they were frustrated with near-zero interest rates and wanted to try digital investing in a safe, educational environment.

Pain Points:
• No experience with crypto or digital investments
• Wanted a safe, starter-level option without risk of losing savings
• Needed transparency and educational support along the way

 

Phoenix’s Solution

Phoenix built a tailored onboarding journey:
• Created a conservative portfolio split between staking, fixed digital assets, and Phoneix’s smart trading AI
• Enrolled them in the Phoenix Learning Hub to guide them weekly
• Added a joint account dashboard where they could track everything in one place
• Included tax-friendly reporting to avoid complications with the IRS

Results (First 6 Months):
• Earned in passive gains from a starter investment
• Built confidence to explore medium-risk options together
• Felt empowered to include digital finance as part of their financial future
• Referred three other couples to Phoenix