Podcast: Family Law Now

Family Law Now | Episode 4: Top 10 Things You Should Know About a Financial Professional

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Episode Info

On this episode, Russell Alexander is joined by Carrie Heinzl to share insight into understanding financial documents, developing creative solutions, and compromising with family members – all while going through a divorce. Tune in to Family Law Now to learn more.

Listen on SoundCloud.


Show Notes

 

Top 10 Things You Should Know About a Financial Professional

1. Comfort of Transparency

2. Family Business vs Self-Employed

3. Illiquid Assets

4. Inequality of Financial Knowledge

5. Reconciling Contributions

6. Privacy

7. Budgeting

8. Work together

9. The Three Ds

10. Annual Support Review

Bonus

11. Outsourcing

12. Option Generation

• CP Financial Professional Retainer Agt – Schedule B (of Participation Agt)

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