Divorce Advice From A Certified Divorce Financial Analyst

In this podcast with Tim Blankenship of Divorce661, Jamie shares divorce advice as a Certified Divorce Financial Analyst® (CDFA®).
Jamie Lima: Divorce Advice From A Certified Divorce Financial Analyst

In this podcast about divorce advice, Jamie explains the differences between traditional wealth management and divorce financial analysis and the reasons for having two separate companies. He also highlights the importance of early engagement with a CDFA to avoid costly mistakes in divorce settlements.

Here’s some key takeaways:

  • A Certified Divorce Financial Analyst® (CDFA®) is a designation acquired after an 18-month process, enabling them to provide specialized financial advice tailored for clients going through divorce.
  • Jamie’s expertise lies in areas such as property division, managing taxes, child custody, support, and alimony, aspects not typically covered in traditional wealth management engagements.
  • Jamie emphasizes the efficiency of virtual meetings, particularly beneficial for clients in Southern California who would otherwise spend considerable time commuting.
  • Jamie’s approach involves early intervention in divorce proceedings to prevent potential mistakes and ensure fair and equitable arrangements, highlighting the importance of understanding financial implications both pre- and post-divorce.

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