Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality

55 | Getting Divorced? CDFA Jamie Lima Shares Must-Know Tips


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What if you could prevent the financial heartache and stress often associated with divorce? Join me and my guest Jamie Lima, a CFP® and Certified Divorce Financial Analyst (CDFA®), as we break down the essential differences between a CDFA and a Certified Financial Planner (CFP®) and how a CDFA® can guide you through the financial maze of a divorce.

Early intervention can save you from unnecessary expenses and emotional turmoil. Jamie and I discuss the importance of timing when seeking financial expertise before hiring attorneys, and how societal norms often leave women out of financial decision-making, impacting their divorce proceedings. Through our conversation, you’ll learn about the benefits of mediation and strategic financial planning, and how slowing down to make informed decisions can lead to a more stable transition during this significant life change. We also delve into the unique challenges faced by entrepreneurs and the importance of gathering all necessary information before making settlements.

In this episode we discuss:

  • Difference between a CDFA® and CFP®
  • The emotional aspects of divorce
  • We explore how men and women handle financial decisions differently 
  • The limitations of the court system in managing financial intricacies
  • My Priorities Worksheet developed by Jamie and his team (https://allegiantds.com/resources)


If you would like to learn more about Jamie, you can connect with him via his website here (https://allegiantds.com) or on his podcast Broke Up, Not Broke(n) (https://podcasts.apple.com/us/podcast/broke-up-not-broke-n/id1743860479)


Want to learn more or connect with me?


Step 1: Join my Facebook Community.

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From my soul to yours,

Erin

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Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, SpiritualityBy Erin Gray | Wealth Coach, Former CFP and CFO

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