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Guided by a deep commitment to helping individuals navigate the financial complexities of divorce, Jamie M. Lima, MBA, CFP®, CDFA®, leads Woodson Wealth Management and Allegiant Divorce Solutions. With 18 years of experience in wealth management, estate planning, and divorce financial planning, Jamie brings a unique blend of personal and professional insights to his work. Operating in all 50 states, both practices offer a flexible and accessible approach, ensuring that clients receive comprehensive support no matter where they are. 

Jamie continues to make a positive impact through his podcast, “Broke Up, Not Broke-n” where he invites experts from the amicable divorce community, mindset coaches, and financial professionals to share valuable information. Additionally, his Facebook group, “Preparing Financially for Divorce” offers daily content and free resources, further empowering individuals as they navigate this challenging life transition. 

Jamie’s personal journey, including his own challenging divorce and his role as a father of five, fuels his dedication to helping others find clarity and stability during difficult times. His holistic approach, combining immediate financial concerns with long-term planning, aligns seamlessly with the values of the Amicable Divorce Network, making him a valuable asset to both the network and the clients he serves.

Full Name: Jamie M. Lima, MBA, CFP®, CDFA®

Title: Founder and President And Certified Divorce Financial Analyst®

What is the name of your business or firm? Woodson Wealth Management and Allegiant Divorce Solutions

Which state(s)/county(ies) do you service? Allegiant Divorce Solutions and Woodson Wealth Management operate in all 50 states.

Which professional field do you work in? Wealth Management, Estate Planning, and Divorce Financial Planning

How many years of experience do you have within your field? 18 years of experience

What certifications do you hold? MBA, CFP®, CDFA® and Certified Divorce Financial Analyst®

What drew you to join the Amicable Divorce Network? 

What drew me to join the Amicable Divorce Network is the realization, through my extensive mediation work, of the tremendous benefits of resolving disputes outside the courtroom. I’ve seen firsthand how non-amicable cases can drain time, money, and energy, impacting not just finances but also health and family life. My own ongoing, contentious, and expensive divorce made me keenly aware of how crucial it is for people to know about amicable alternatives. When clients have access to attorneys who understand and advocate for the benefits of an amicable divorce, they can achieve better outcomes without the heavy toll of prolonged litigation. The correlation between wealth management and divorce is significant—it’s not always about a 50/50 split, but rather about finding what truly benefits the individuals involved. Having someone on your side who values an amicable approach is invaluable and, in my experience, more challenging but far more rewarding.

What makes you stand out as a professional, or what do you do that sets you apart?

What sets me apart as a professional is a combination of my personal and professional experiences. As a father of five and someone who runs a farm, I understand the complexities of family life. With 20 years of experience as a financial planner, my career was shaped by my own experience as a child of divorce, which had a profound impact on me and ultimately led me to the field of finance. Going through my own challenging, taxing, and expensive divorce in recent years has only deepened my commitment to helping others navigate this difficult process.

In my work, I often tell clients that while a financial advisor focuses on the here and now—ensuring you get a fair deal today—a CDFA looks toward the future, considering how your decisions will impact you in the next 5, 10, or 15 years. By blending these two perspectives, I’m uniquely positioned to offer insights that go beyond the immediate concerns of divorce, helping clients plan for their long-term financial well-being. 

Additionally, while most professionals in my field limit their work to within 20 miles of their office, my practice is not bound by geographic constraints. My team and I are able to provide our services across different states, offering flexibility and accessibility that many others simply don’t.

What has been the biggest benefit of your membership with ADN?

As a new member of the Amicable Divorce Network (ADN), I’ve already seen significant benefits, especially from joining some of the networking groups. Prior to ADN, I had my own network of divorce coaches, attorneys, and financial advisors, but ADN offers a natural alignment with the work I’m doing.

One of the biggest advantages has been the visibility ADN provides across multiple states, which has expanded my reach. Additionally, we’re planning to implement Detour Life, which offers a much better client experience compared to traditional family law software. Its modern interface and efficient data entry process are real upgrades. Overall, ADN supports and enhances the work I do, making it a valuable addition to my professional network.

Do you have a favorite/saying/words to live by?

A saying I often live by is “You are the CEO of your life.” It’s a powerful reminder that you are in charge, especially during something as emotional as a divorce. Many of the people I work with are women who can feel overwhelmed by their emotions during this process. But it’s essential to put on your CEO cap, stay focused, and keep communications brief to maintain control.

Another mantra I believe in is “Create Team You.” This means coordinating your efforts by bringing together financial experts, psychologists, attorneys, therapists, and advisors. The more you build and utilize Team You, the more successful you’ll be in navigating the challenges of divorce.

Finally, “Use your resources” is advice a mentor gave me early on. We often fail to use the resources available to us, either out of laziness or fatigue. But having a strong network and tapping into those resources is crucial for success. All these principles tie back to the importance of building and relying on “Team You”.

Jamie, it has been wonderful learning more about you! Thank you for sharing about your work and your commitment to helping individuals navigate the financial complexities of divorce.