People underestimate how much of a financial story is sitting right there in the records.

You might look at someone’s adjusted gross income and see a couple hundred thousand dollars. Then you dig into the K-1 and find $2.5 million in retained earnings. Now you’re having a very different conversation.

That’s why trying to hide money during a divorce isn’t nearly as simple as moving things around and hoping nobody notices. Bank statements, tax returns, balance sheets, profit and loss statements and business records all leave information behind, and today’s technology gives financial professionals even more ways to put those pieces together.

When there’s serious money involved, you have to know where to look and what you’re looking for.

Stoy Hall, CFP®

Stoy Hall, CFP®, is the host of NoBS Wealth® and founder of Black Mammoth®, a modern family office. He built NoBS Wealth to have the honest money conversations the industry avoids, cutting through the jargon to talk money, mindset, and behavior with business owners and everyday people done being talked down to. No shame, no BS, just the truth and a plan.

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