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.

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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


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 & Senior Partner of Russell Alexander Collaborative Family Lawyers.