Wealth Building Tips for Women
Featuring Kimberlee Davis, J.D., CDFA®
Building wealth might sound like an overwhelming goal — but it’s not as hard as you might think! Once you understand the importance of a positive money mindset and the basics of financial literacy, you'll be surprised to find that building wealth is easier than you thought.
Discover the five steps to financial freedom.
Learn the key fundamentals to being a fiscal feminist.
Walk away with actionable takeaways that will set you and your heirs on a path to financial independence.
KIMBERLEE A. DAVIS, J.D., CDFA®
MANAGING DIRECTOR, PARTNER
Kimberlee Davis is a Wealth Manager, Certified Divorce Financial Analyst, host, and author of The Fiscal Feminist, a book and podcast about women and their relationship with money and finance. Her mission is to help women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing. Kimberlee has more than twenty-five years of finance, legal, and corporate experience. She is currently a Managing Director and Partner at the private wealth management firm, The Bahnsen Group.