From Setbacks to Success: Jamie Lima’s Financial Journey

Join Dwight Heck in this captivating episode of “Give A Heck” as he explores Jamie Lima’s inspiring financial journey, from setbacks to success. Jamie, the founder of Woodson Wealth Management and owner of Allegiant Divorce Solutions, shares his 20-year expertise in the financial services industry, managing over $1 billion in assets.

Discover how Jamie’s personal experiences shaped his passion for helping others overcome financial challenges and make informed decisions. Get ready for an insightful conversation on eliminating financial stress and achieving financial well-being.

In this episode, you’ll learn about…

Overcoming Scarcity Mindset: Lessons from Upbringing
Building Financial Independence: Early Work Experiences
The Need for Financial Education: Breaking the Cycle
Estate Planning: Protecting Your Assets and Loved Ones
Navigating Divorce with a Financial Expert: Lessons in Financial Planning
And so much more!

About Jamie Lima:

Jamie Lima, MBA, CFP®, CDFA® is a finance professional who specializes in helping mid-career professionals manage and grow their wealth, as well as assisting individuals in preparing for, navigating, and recovering financially from a divorce. With a background rooted in personal experiences of overcoming financial challenges, Jamie is dedicated to providing guidance and support to clients to ensure they have a solid financial foundation. Jamie’s career includes working with reputable financial institutions such as Morgan Stanley and Fidelity Investments, where they gained extensive expertise in managing assets and serving a diverse range of clients.

Connect with Jamie Lima on…

Website: https://woodsonwm.com/

Website: https://allegiantds.com/

Instagram: https://www.instagram.com/jamiemlima/

Instagram: https://www.instagram.com/allegiantdivorce/

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

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

Twitter: https://twitter.com/JamieMLima

Connect with Dwight Heck!

Website: https://giveaheck.com (Free Book Offer)

Instagram: https://www.instagram.com/give.a.heck

Facebook: https://www.facebook.com/dwight.heck