SecureSplit

10/10/2026

Every settlement trades something. The house for the retirement account. Cash now for support later. Clients decide better when they can see the trade, not just the total.
Read it:

Learn how to help clients understand financial tradeoffs in divorce through clearer modeling, communication, and scenario planning.

10/09/2026

Seven phases. Ten standard outputs. One repeatable operating system for every divorce financial case.
That's the DIVORCE Framework™: Develop the client relationship, Intake, Validate data, Organize the financial picture, Run analysis and model scenarios, Communicate findings, Execute.
Jamie walks through it live, free, every four weeks. Pick a Tuesday or Thursday session.
Register:

Join Jamie Lima, CFP®, CDFA®, for a free live deep dive into the DIVORCE Framework — a 7-phase, 10-output operating system built for divorce financial practitioners. Register for Tuesday or Thursday sessions. Endorsed by IDFA®.

10/08/2026

Pensions are where a lot of settlements get fuzzy.

The Pension Calculator in SecureSplit® handles pension valuation, coverture fraction, and marital portion analysis, then carries the result into your settlement scenarios.

One less side calculation. One less place for a number to drift.

Without a Pension Calculator, how would you split a pension?

10/07/2026

Spreadsheets are flexible and familiar, which is exactly why they're so easy to get subtly wrong. We look at where they start costing divorce professionals time and accuracy, and what a purpose-built platform handles instead.
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Learn why spreadsheets fall short in divorce financial planning and how better tools improve clarity, efficiency, and client outcomes.

10/06/2026

Intake to client-ready reports. One place.

That's the whole idea behind SecureSplit®. Client intake, support calculations, settlement scenarios, and secure document storage in a single platform, instead of email, spreadsheets, and a written report stitched together at the end.

Every re-keyed figure is another chance for an error. Enter it once and let everything else pull from it.

See a full case run:

See SecureSplit in a 30-minute demo. State-specific support calculators, scenario modeling, and court-ready forms for CDFAs, attorneys, and mediators.

09/29/2026

We are now listed in the Kitces AdvisorTech Directory.
Divorce work has its own math. Asset splits, tax treatment, what a settlement is worth after the dust settles. Most tools weren't built for any of it.
SecureSplit® was.
If you're a family law attorney, a CDFA®, or a mediator, come see how it works.
Start a trial: https://na2.hubs.ly/H084fC10
See the listing: https://na2.hubs.ly/H084fCh0

09/25/2026

Divorce law may be state-specific, but many of the financial challenges professionals manage are not.
Client intake, asset division, pensions, equity, settlement comparisons, document organization, and financial conversations happen in practices across the country.
So when evaluating divorce financial software, the question is bigger than which state forms it supports. It is whether the technology supports the financial work surrounding those forms too.
Read more:
https://na2.hubs.ly/H07-NGg0

Learn what to look for in divorce financial software nationwide and how SecureSplit supports professionals across all 51 jurisdictions.

09/24/2026

"Is SecureSplit® available in my state?" Yes. All 51 jurisdictions. Full client intake, asset division calculators, pension analysis, scenario comparisons, client-facing reports, and secure document storage, nationwide. Start your trial at https://na2.hubs.ly/H07-NJt0

09/19/2026

Case management and financial modeling solve two very different problems.
One helps professionals answer, “Where does this case stand?” The other helps answer, “What could these decisions actually mean for my client?”
Understanding that distinction can make it easier to build a financial workflow that moves beyond collecting information and toward evaluating real choices, including offers, counteroffers, asset division, and decisions around the marital home.
Read more:
https://na2.hubs.ly/H07Wbwg0

Explore divorce case management vs. financial modeling and how each supports a different part of a divorce professional's workflow.

09/10/2026

A settlement can be perfectly balanced on paper and still leave two people in very different financial positions.
That doesn't automatically mean it was unfair. It means equal value and equal outcomes aren't the same thing.
One spouse takes more retirement assets. The other takes more accessible ones. The columns match. The lived reality doesn't:
→ Liquidity. Home equity is worth a lot and pays for none of this month's groceries.
→ Carrying costs. Property taxes, insurance, maintenance, and repairs follow the asset home.
→ Two households now exist where one used to. Housing, utilities, insurance, transportation — all duplicated.
→ Tax treatment varies by asset, and so does what's actually left after it.
The most useful question we can help a client ask isn't "Am I getting my fair share?" It's "What will my life cost after this, and will these assets support it?"
That shifts the settlement from a snapshot into a conversation about their future — which is the part they'll actually live in.
Full article:

Learn why a fair divorce settlement on paper may create very different financial futures and what professionals should help clients consider.