Lisa Clements, BCC, SE-AWMA

I help single women build wealth and create more life options.

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Clear Springs Wealth Lisa Clements, BCC, SE-AWMA
Overland Park, KS

Serving Clients Nationwide

I help single women build wealth and create more life options.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Lisa Clements. I believe all women deserve a relationship with a trusted financial expert who acts as a financial ally, friend, and guide.

As a 48 year-old single woman, planning for my financial future always felt like a lonesome task. I struggled to find a financial advisor who I felt understood my unique situation, and who offered cost-effective investment solutions in an on-going relationship. In talking with my single friends, colleagues, and friends who handle their family's finances, I heard about never-ending to-do lists, on which, "meet with financial advisor" was always falling to the bottom of the list.

I could SO relate.

I pushed hard in a corporate career for 24 years to reach over a million dollars in my investment account. I knew I had to "be smart with money," but I kept searching for that financial expert and guide.

To meet this need, I’ve built Clear Springs Wealth, LLC. As an Executive Leader with Meta (Facebook), Accenture, Cerner, and Barkbox, I built a career heavily focused in human resources, project management and operations. I have experience “in the real world” which allows me to understand you and to prioritize clear communication and authentic relationships.

SO, whether you have a million dollar portfolio - or you've barely started building your future nest egg, planning and investing don't need to be complicated. It's okay if you, "don't know what you don't know." Take the time to look at what you're earning and investing. Make sure you're on the right path to reach your goals, build a future, and live into your purpose.

Fun Facts

Dog-lover | Coffee-drinker | Reader | Piano/Flute-player | World-traveler | Countryside-dweller | Puzzler | Daughter, Sister, Aunt, Cousin, Niece, Friend | Follower of Jesus

Professional Designations

  • Board Certified Coach (BCC)
  • Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA)

Affiliations

  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

South Overland Park, Kansas

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button to schedule a free, no-obligation introductory meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

I help single women (and women who take the lead in family finances) feel confident and secure about their financial future by being a financial strategist, advocate, and friend.

✔️ Judgement-Free Zone

Whether you earn $30,000 or $200,000, you deserve a financial strategist. I make no judgements about your money situation. You have had your own unique life experience, and I respect the path that's gotten you here. I operate as your encourager and coach as we plan for your future.

✔️ Unbiased Advice

I am an independent advisor who follows the fiduciary oath. This means I always put your interests first. I do not sell financial products, or have sales quotas, or any other conflicts of interest which could influence my advice.

Education

Truman State University, M.A., Education | Northeast Mo. State University, B.A., English

Hobbies and Interests

  • Family
  • Music
  • Reading
  • Traveling

Who We Serve

  • Corporate Executives
  • Gen X
  • Gen Y / Millennials
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.