Coming soon · Full-day, in-person

The DIVORCE Framework Intensive.

A full-day, hands-on training in the practitioner-built operating system for CDFA® case excellence. Work a single realistic case from first contact through implementation, and leave with the process installed.

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Run a standardized intake and build a data validation log where every figure carries a source, a date, and a stated assumption.

Produce the core case tables and model two to four comparable settlement scenarios, including after-tax and after-fee comparison.

Build the case yourself in a live, hands-on lab inside SecureSplit®.

Leave with a completed case file, a full template set, and a 90-day plan for putting the framework into your own practice.

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Seats are limited. Be the first to hear when dates and locations open.

We’ll only email you about the Intensive. Unsubscribe anytime.

Every phase. Every case. A system that never fails.

The day is built around the seven phases of the DIVORCE Framework. Each one is taught, practiced, and applied to the running case.

D

Develop the Client Relationship

Establish trust, clarify role, and set scope before a single document is touched.

I

Intake and Onboarding

Get oriented fast. Give the client a structure that reduces overwhelm.

V

Validate Data

Confirm accuracy. Find gaps. Eliminate garbage-in before analysis begins.

O

Organize the Financial Picture

Turn documents into decision-ready structure. Same core tables, every case.

R

Run Analysis and Model Scenarios

Convert the financial picture into 2 to 4 comparable settlement options.

C

Communicate Findings

Make the analysis usable in a real negotiation room. Translate numbers into decisions.

E

Execute and Implement

Prevent great settlements from failing in implementation.

Led by

Jamie M. Lima

MBA · CFP® · CDFA® · Certified Mediator

Co-Founder & CEO of SecureSplit®, a 20+ year financial planner specializing in divorce cases. Jamie built the DIVORCE Framework from the ground up after running hundreds of cases and watching brilliant analysts waste time on work that should be systematized.

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