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.
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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