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You are here: Home / Archives for financial future

The First Joint Collaborative Meeting

November 12, 2013 by admin Leave a Comment

It’s a nerve wracking experience to walk into a lawyer’s office to begin the journey of sharing your intimate marital or common law history. There was no Separation 101 course available in high school and seriously, the thought of ever going through this had not crossed your mind.

After a good discussion of the different ways to proceed, you’ve chosen to handle your private family law issues using the collaborative process. Your trained family law lawyer has been retained and you’ve thoughtfully prepared the list of goals you want to achieve in the process.

The first collaborative meeting will be with you, your lawyer, your spouse and their lawyer. You will have a quick confidential briefing with your lawyer to go over any urgent issues, answer any last minute questions. The location and duration of the meeting is confirmed.
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Filed Under: Search Engine Marketing Tagged With: advisors, build trust, client centered involvement, client satisfaction, collaboration, collaborative dispute resolution process, collaborative process, common law relationship, decision trees, dispute resolution, family law lawyer, family property, financial future, first collaborative meeting, flow charts, forges purposeful dialogue, joint letters of introduction, lawyer's office, lawyers, notetakers, one income household, participation agreement, private debriefing, private family law issues, retainers, scope of the work, white boards

Betrayal or Good Economic Sense?

October 15, 2013 by admin Leave a Comment

For older adults stepping into their second marriages, once the proposal has been accepted, the next conversation is often about the marriage contract. Not so long ago, this discussion would have been a nonstarter or even a deal breaker. Feeling greatly betrayed during this honeymoon phase, a tough discussion about money seemed to come from nowhere. The spouse being asked to sign the agreement for the protection of the other’s property started questioning what was happening.
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Filed Under: Search Engine Marketing Tagged With: accountant, Canadian Payroll Association, Canadian pension funds, certified financial planner, cohabiting, corporate ladder, deal breaker, Discussion and Planning, Dividing Property, economic partnership, family cottage, Family Law Act, financial future, fluctuating economic climate, honeymoon phase, Legal Duty, legal rights and obligations, marriage contract, Married Couples, matrimonial home, Muskokas, nonstarter, Older adults, pension plan, Portfolio, retirement expenses, second marriages, tax strategies, wealth management

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