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The Fiscal Feminist

04/30/20  |   Annie Clougherty

Kimberlee Davis shares her advice to women about investing and their financial future during the COVID 19 crisis

This week, I spoke to my friend, Kimberlee Davis of The Fiscal Feminist. She is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach and New York City.  She is also a Financial Planning Director and a Certified Divorce Financial Analyst.           ⠀
Her message is that Women have unique financial issues and concerns that they must confront over the course of their lives. Many of our base truths about money are formed by our upbringing and the people in our lives.  We are not born with preconceived notions about money, hence it is within our control to change our mindset, reprogram and secure our financial futures.⠀
Her mission is to help ALL women — mothers, daughters, professional women, divorced women, widowed women, women of all ages and wealth levels –to embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times. ⠀
Thank you Kimberlee for your wisdom and appreciate your time in educating us all. Take a listen to a call, or better yet, follow Kimberlee at The Fiscal Feminist on Instagram and online to learn how to protect yourself and your financial future going forward.  

Full interview can be found on my youtube page.

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