Episode 237 - Plan Your Best Divorce Financial Future

In this episode, Mardi Winder talks with Jamie Lima, a Certified Divorce Financial Analyst, Certified Financial Planner, and mediator, to discuss the complexities of money during divorce and how financial concerns can influence decisions both before and during the process. Jamie brings a personal and professional perspective, sharing his own story of navigating divorce and how those early experiences shaped his career and approach to financial planning.

Throughout their conversation, they explore why having a diverse team of professionals, including financial planners, divorce strategists, attorneys, and, at times, forensic accountants, is essential to achieving clarity and support during such a challenging transition. Jamie notes the common pitfalls of expecting attorneys to cover every aspect and encourages building what he calls "Team You," where specialists collaborate for the best outcome. The discussion highlights the value of understanding one’s financial options, preparing relevant documents, and using supportive resources wisely, especially as emotions can interfere with decision-making.

They also touch upon the evolution of collaborative divorce formats and how emerging technology, like AI-assisted financial analysis, is making asset tracing more accessible and affordable. Jamie generously shares details about free and practical resources, including budgeting worksheets and online tools, aimed at empowering listeners with knowledge as they plan or move through divorce.

This episode offers not only practical steps but also reassurance for anyone feeling overwhelmed,reminding listeners that thoughtful preparation, education, and the right support system can help ease the process and set the foundation for a brighter financial future after divorce.

About the Guest:

Jamie Lima:

I grew up in a family that always seemed to have money challenges, especially after my parents divorced when I was very young.

They tried incredibly hard, but I knew, even as a small child that it was rough on them.

That led me to a career in finance as I wanted to learn and understand how to better support myself and my future family.

After going through an incredibly difficult divorce myself, I decided to become a Certified Divorce Financial Analyst® and founded Allegiant Divorce Solutions to help others better prepare for, navigate, and recover financially from divorce.

I promised myself early on that I would do whatever was required to ensure that my clients never felt the same struggles related to money that I did growing up, and through my divorce.

After over 20 years of experience, I really love helping clients make important financial decisions and making the puzzle pieces ‘fit’ for them. But I also noticed a need in the Divorce space. The software we are using is antiquated, and I knew there had to be an easier way. That led me to build SecureSplit. SecureSplit Pro helps divorce professionals organize their cases in an easy-to-use and modern layout. I also created quick calculators to help consumers that are unable to work with professionals, SecureSplit Essentials.

Outside of work my wife, Dawn, and I spend a lot of time in our Jeep off-roading, traveling the country in our RV, and trying to keep up with our 5 (yes, 5!) kids.

For Jamie’s gift: https://allegiantds.com/resources

To connect with Jamie:

LinkedIn: https://www.linkedin.com/in/jamielima/

Instagram: https://www.instagram.com/allegiantdivorce/

Tiktok: https://www.tiktok.com/@allegiantdivorce

Facebook: www.facebook.com/groups/preparingfinanciallyfordivorce/