Jamie M. Lima, MBA, CFP®, CDFA®
Jamie Lima
Certified Divorce Financial Analyst and Financial Planner

 

LOCATION
Ramona
Ramona
California
92065
United States
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PHONE
619-354-9477
EMAIL
jamie@allegiantds.com
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Jamie M. Lima, MBA, CFP®, CDFA®
Founder
Allegiant Divorce Solutions
OVERVIEW OF SERVICES
  • Divorce Mortgage Planning
  • Post-Divorce Matters

WHY I LOVE WORKING WITH WOMEN

I was raised by a single mother who really struggled to make ends meet. This not only propelled me into the career that I have now, but has left an indelible imprint on my heart knowing what she went through to ensure our family was cared for. Now, I spent a majority of my time helping women navigate the nuances of divorce. I also volunteer for a women's 501(c)3 charity and take on approximately 15 cases each year providing pro bono financial advice to women across the country.

 
BIO

After going through a tremendously expensive and emotionally-draining divorce in 2017, I launched Allegiant Divorce Solutions as a sister company to my financial planning firm, Woodson Wealth Management, in early 2023.

I recognize the challenges you face as you decide how to handle your finances relating to divorce. Looking back, there were mistakes I made during my own divorce that could have been avoided had I had the support of a Divorce Financial Analyst®.

Armed with this knowledge and almost 20 years of financial planning experience, I am dedicated to helping my clients navigate the complex aspects of divorce and gain a fair settlement, with much less stress.

THREE THINGS ABOUT ME
My wife and I have 5 (yes, 5!) kids in our blended family.
We run a farmstay AirBnB as a side gig, with 35 animals including chickens, rabbits, goats, sheep, ducks, and pigs.
My dream is to RV the country and meet every one of my clients face-to-face.
CREDENTIALS
Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), Series 7, 66 & 31
EDUCATION
National University (MBA)
TESTIMONIALS
Jamie is very personable and always responds to my needs. I am very satisfied with the level of service I'm receiving.
John

Retired

Jamie is fantastic to work with and is very responsive to our questions!
Maggie

Sales

We found Jamie and Allegiant Divorce Services and immediately felt at ease about the process.
Elena
Attorney


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STATES SERVED
All 50 States
Virtual Appointments Available
SPECIALTIES:
  • Collaborative Divorce Process
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
CLIENT FOCUS:
  • Divorced
LIFE STAGES:
  • Divorce
LANGUAGES SPOKEN:
Engligh