The Fiscal Feminist

How a wealth manager and public speaker’s business went from blending in to leading the conversation.

The Problem

A financial consultant and notable author with years of expertise had a solid client base but struggled to articulate what made her different. Her brand lacked authority, and her messaging didn’t position her as the go-to in her field. Her marketing materials were fragmented — website, social, and copy all told different stories. She needed cohesive messaging, a strategic website, and clear positioning that reflected her true expertise.

What We Did

  • Clarified her core brand story and positioning.

  • Crafted a new messaging framework that spoke directly to her ideal clients.

  • Designed a clean, modern website that communicated confidence and trust.

  • Developed supporting assets: SEO strategy, content calendar, and authority plan.

The Result:

Within 6 months, she was featured on multiple podcasts, increased inbound leads from qualified prospects, and raised her consulting rates with ease.

 
Client Snapshot

Schoolnest™ by Megan

Kimberlee founded The Fiscal Feminist to sound the alarm that ALL women need to get proactive with their money and finances. She changed her relationship with money when she was 54. It’s never too late, but it is urgent – say “yes” to yourself.


Key Takeaway

“Authority isn’t given—it’s designed.”


Your messaging, visuals, and strategy must align to make your expertise visible and credible.


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The Schoolnest™