“Go ahead and get at least a year's worth of bank records... take a picture of it... if a picture shows a balance and half of that money is gone, that gives me a lot more leverage”

Entrepreneurs on Fire · Family Law Cases Are Won or Lost Before Court: The Strategy Every Divorce and Custody Client Needs with Whitney Lundy Pennington

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What was described

instruct clients to collect a year's worth of bank statements and photograph any physical statements before divorce proceedings

Said nearby on the same subject

“…on a monthly basis together, they might go through their spending or their investment accounts…two people…looking at the credit card statement…bank statement…investment accounts…”
MP
Mike Piper
The Long View ·
How they work Share this moment
“Clients who don’t want to pay for $80 a month software are suffering because they have to send bank statements and we have to analyze them.”
DE
Dave Ebdon
The Quiet Operator ·
Pricing $80 a month software, $30-$40 a month alternatives Share this moment
“You can go and download your last five years of bank statements... or a spreadsheet where you're tracking the amounts and the dates”
MM
Martin McGrath
Retire Right ·
How they work Share this moment
“I gave Muse read-only access to my bank statements. And just like that, it built me a dashboard, complete with a budget.”
WW
Waylon Wong
The Indicator from Planet Money ·
How they work Share this moment

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