Podcast: Family Law Now

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

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Written by Russell Alexander ria@russellalexander.com / (905) 655-6335

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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About the author

Russell Alexander

Russell Alexander is the founder of Russell Alexander Collaborative Family Lawyers and is the firm’s senior partner. At Russell Alexander, our focus is exclusively family law, offering pre-separation legal advice and assisting clients with family related issues, including: custody and access, separation agreements, child and spousal support, division of family property, paternity disputes, and enforcement of court orders. We have locations in Toronto, Markham, Whitby (Brooklin), Lindsay, and Peterborough.

For more information, visit our website, or you can call us at: 905-655-6335.