role: user

text:
<environment_context>
  <shell>zsh</shell>
  <current_date>2026-03-25</current_date>
  <timezone>America/Chicago</timezone>
</environment_context>


text:
we have a new email from Jennifer's office:

We received the signed Mediation agreement, completed paperwork, and the required fee deposit from both parties.  We have also received quite a bit of banking, retirement, business info/debt, tax documents, and other statements from Wife. Are there any additional documents you would like to get together/send over before we schedule mediation? We can send out dates now, wait until after Jennifer is able to give a quick review the documents that were sent over (few days), wait until after you are able to meet with attorneys, or if you have a specific time frame in mind, we can work with that as well.  Just let us know, we are happy to go as fast or as slow as you would like.


role: assistant

text:
This is a useful email.

The practical choice is:
- `do not` rush to schedule immediately,
- `do not` dump a huge new pile of documents unless there is a clear reason,
- ask them to let Jennifer do a quick review first,
- and reserve the right to send a small additional set after your attorney meeting.

Suggested reply:

```text
Hi [Name],

Thank you. I would prefer to wait until after Jennifer has had a chance to do a quick review of the documents that have already been submitted.

I may also have a small number of additional documents to send over after I meet with counsel, but I do not anticipate a large additional production.

Once Jennifer has had a chance to review the materials, please go ahead and send available mediation dates.

Thank you,
Karl
```

If you want a firmer version, I’d add:
- `I would prefer not to schedule until that initial review is complete.`

If you want, I can save this to a draft file and `pbcopy` it.


text: no.  i'm worried about my financial situation and the quicker we can get it resolved the better


text:
Then the answer is the opposite: move it forward now, and keep the document question narrow.

Use this:

```text
Hi [Name],

Thank you. I would like to move this forward as quickly as reasonably possible, so please go ahead and send available mediation dates now.

I may have a small number of additional documents to send over, but I do not want that to delay scheduling.

Thank you,
Karl
```

If you want, I can make it slightly more specific by adding that you are meeting with counsel but do not want to slow the process.


text: do i have additional documents to send over?


text:
Yes, probably a small set.

The strongest additional documents you have on your side are not more argument notes. They are objective records that support your core story:

- `Snow Day sales history`
  `records/business/sales/etsy/2018_etsy_payments_export.csv:1` and `records/business/sales/etsy/2022_etsy_orders_export.csv:1` through `records/business/sales/etsy/2025_etsy_orders_export.csv:1`
  These support the `2022 transition / 2023+ wind-down` point.

- `SLCCU statements showing PERSHING deposits into the joint account`
  `records/financial/bank_statements/slccu/account_245/2024-11_slccu_monthly_statement_account_245.html:1` through `records/financial/bank_statements/slccu/account_245/2026-01_slccu_monthly_statement_account_245.pdf:1`
  These support the `trust allowance entered the marital cash-flow system` point.

- `Your side tax set, if Jennifer does not already have it`
  `records/financial/tax/personal/2018_personal_federal_1040_return.pdf:1` through `records/financial/tax/personal/2024_personal_federal_missouri_st_louis_city_returns.pdf:1`
  Plus Snow Day corporate returns in `records/financial/tax/business/snow_day_project_inc/`.

- `Any retirement-account statements showing little or no accumulation`
  These are high-value if you have them, and they are explicitly on the “best proof to gather next” list in `records/analysis/2026-03-17_best_proof_to_gather_next.md:76`.

What I would **not** send yet unless asked:
- your strategy notes,
- fairness memos,
- attack/response docs,
- lawyer-facing drafts.

So the practical answer is:
- `yes`, you likely have a small targeted packet worth sending,
- but `no`, I would not delay scheduling to build a huge production.

If you want, I can draft a reply that says:
- please send dates now,
- I may send a small supplemental set,
- and then I can build that supplemental packet list for you.


text: do i need to produce those now?


text:
No.

Not if the tradeoff is `more delay`.

You already know:
- Jennifer’s office has a large document set from Lisa,
- they are ready to send dates now,
- and your financial situation makes speed matter.

So the pragmatic move is:
- `schedule now`
- `supplement later if needed`

The only reason to hold up scheduling would be if you had a small, high-value document set that materially changes Jennifer’s first read and can be sent immediately. From what we have, that is possible, but not necessary to get on calendar.

So the clean answer is:
- `No, you do not need to produce those now before scheduling.`
- `Yes, you may want to send a small supplemental packet soon after, but it should not delay dates.`

If you want, I can draft the email with exactly that posture.


text: yes please.


text:
Use this:

```text
Hi [Name],

Thank you. I would like to move this forward as quickly as reasonably possible, so please go ahead and send available mediation dates now.

I may have a small number of additional documents to send over, but I do not want that to delay scheduling.

Thank you,
Karl
```

If you want, I can save it to a draft file and copy it to your clipboard.


text: i'm not planning to send those documents until asked for them.


text:
Then say that plainly.

```text
Hi [Name],

Thank you. I would like to move this forward as quickly as reasonably possible, so please go ahead and send available mediation dates now.

At this point, I am not planning to send additional documents unless Jennifer specifically requests them after her review.

Thank you,
Karl
```

That is cleaner and more accurate. If you want, I can save it and `pbcopy` it.


text: remove the documents paragraph.


text:
Use this:

```text
Hi [Name],

Thank you. I would like to move this forward as quickly as reasonably possible, so please go ahead and send available mediation dates now.

Thank you,
Karl
```

If you want, I can save it to a draft file and copy it to your clipboard.


text: pbcopy please.


text: Copied to your clipboard.