Strong Leaders Serve with Teri Schmidt

81. Keys to Financial Wellbeing for Female Leaders with Kimberlee Davis


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Financial wellbeing affects every part of our life as leaders.  As our guest today, Kimberlee Davis says, ignorance is not bliss.  In our conversation, we talk through practical steps that will help give you the financial stability and independence to weather the ups and downs of life without living in constant fear.

 We also talk about:

-The first steps that you should take to improve your financial wellbeing

-The importance of honing your negotiation skills 

-How to deal with the "motherhood penalty' that still exists in our workforce

About Kimberlee Davis
Kimberlee Davis has more than 25 years of finance, legal, and corporate experience and is a Managing Director/Partner at The Bahnsen Group, a bi-coastal wealth management firm, where she specializes in personal wealth advising, and financial, retirement and estate planning solutions, for high net worth individuals and multi-generational families.  She is also a Certified Divorce Financial Analyst focusing on helping women transition to financial independence after life-altering events such as death or divorce. Kimberlee is the host of The Fiscal Feminist, a podcast and platform about women and their relationship with money and finance. Her mission is to help all women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times. 

 Kimberlee’s new book The Fiscal Feminist – A Financial Wake-up Call For Women is set to be released in May 31, 2022 where she provides guidance with thoughtful strategies pertaining to personal finance, advocating for yourself, negotiating a raise, retirement planning, buying property, making investments, managing relationships with others, preparing for marriage and the creation of prenuptial agreements, navigating divorce, and estate planning.  Her passion is to inform and educate women about their fiscal responsibilities and she attributes this to her own life lessons.
For more information, visit  https://fiscalfeminist.com/.

Links Shared

  • The Fiscal Feminist on Instagram
  • Kimberlee's LinkedIn
  • Kimberlee's Upcoming Book: The Fiscal Feminist - A Financial Wake-up Call For Women

If you want to join this movement of women seeking to thrive in leadership and life be sure to subscribe and connect with us!

Linkedin: https://www.linkedin.com/company/moms-that-lead

IG: @wearemomsthatlead

FB: @momsthatlead

Interested in 1-on-1 leadership coaching to help you gain clarity on your strengths and values and use them to thrive in leadership and life?  Contact Teri at



Connect on LinkedIn: https://www.linkedin.com/in/teri-m-schmidt/

Get 1-on-1 leadership support from Teri here: https://www.strongleadersserve.com/coaching

Set up an intro call with Teri: https://calendly.com/terischmidt/discoverycall

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Strong Leaders Serve with Teri SchmidtBy Teri Schmidt | Leadership Coaching & Teambuilding | Creating More Just & Compassionate Workplaces Through Leadership

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