322: Finances & Life's Struggles with Jamie Lima

Today's Guest: Jamie Lima

I grew up in a family that always seemed to have money challenges.

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

I began my career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investments. I was responsible for overseeing $1 billion in assets for 450 families and businesses.

Today, I primarily focus on mid-career professionals, working to maximize their wealth, so they can do what they love with zero financial stress.

I also am a Certified Divorce Financial Analyst® and founded Allegiant Divorce Solutions in 2023 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. I really love helping clients make important financial decisions and making the puzzle pieces ‘fit’ for them.

Outside of work my wife, Dawn, and I spend a lot of time in our Jeep driving the country backroads here in inland San Diego, working around our farm (we currently have sheep, goats, chickens, pigs, ducks, and rabbits!) and trying to keep up with our 5 (yes, 5!) kids.

Episode Quotes:

"Marriage, from a financial perspective... is basically two CEOs merging two businesses. Discussing the financial aspect of what might happen during a divorce shouldn't be a weird topic." -Jamie Lima

"The touchier the subject the more uncomfortable the conversations around it can be... and the more we'll avoid them." -Amber Fuhriman

"Take a pause. It's a smart move to make sure everything is in place before you get married. The alternative is lawyers getting a big portion of your money." -Jamie Lima

"Dealing with family and money creates another emotional aspect to a numbers conversation." -Amber Fuhriman

Find Amber on Instagram: https://www.instagram.com/amberraefuhriman

Jamie Lima:

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

https://www.instagram.com/allegiantdivorce

https://www.tiktok.com/@jamiemlima

www.facebook.com/groups/preparingfinanciallyfordivorce

If you are interested in connecting with Amber, send an email to [email protected].

Connect with other incredible people looking to break out of the corporate mindset by joining the Facebook Success Center: http://bit.ly/2MuWn53

Checkout Amber's Speaker Reel: https://www.youtube.com/watch?v=vPj5OBvjrr0

Schedule a connection call with Amber: https://calendly.com/amberfuhriman/connection-call?month=2021-05

If you are interested in connecting with Amber, send an email to [email protected].

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