Lisa Clements, SE-AWMA, CRC, BCC
I help single women build wealth and create more life options.
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Serving Clients Nationwide
I help single women build wealth and create more life options.
Areas of Focus
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Lisa Clements, SE-AWMA, CRC, BCC
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)
- Certified Retirement Counselor (CRC)
- Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA)
Affiliations
- BBB Accredited Business
- Fee Only Network
- 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 Based
- Fee Only
- Hourly Rate
- One-time Financial Plan
- 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 Clear Springs Wealth
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
- Animals
- Church
- Family
- Football
- Music
- Painting
- Reading
- Traveling
- Wine
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Christians
- Corporate Executives
- Creative Professionals
- Educators
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Individuals
- Single Women
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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