Lisa Clements is a financial advisor and wealth manager who helps single professional women create financial confidence and freedom without the jargon, judgment, or sky-high fees of traditional firms. After a successful corporate career at Meta, Accenture, and BARK, Lisa launched Clear Springs Wealth to empower women—divorced, widowed, and never-married professionals—to feel confident in their finances and excited about the life they’re building.
Known for her clear, approachable style, Lisa breaks down intimidating money concepts into relatable, real-world strategies. She believes financial planning should feel empowering, not overwhelming—and that your money should support the life you were created to live.
President/Owner of Clear Springs Wealth, LLC
Sports & Entertainment – Accredited Wealth Management Advisor TM
Certified Retirement Counselor TM
Board Certified Coach (BCC)
NAPFA Associate
XYPN Member
Clear Springs Wealth is a Registered Investment Advisor in the State of Kansas
Series 65
Fundamentals of Portfolio Mgmt – Wharton Online
24 Years of Corporate Leadership Experience
Master of Arts in Education, Bachelor of Arts in English
Lisa empowers single women to transform their financial futures by providing personalized, relatable financial planning and wealth management that addresses their unique challenges and goals. Unlike traditional financial advisors who often dismiss or misunderstand single women’s needs, Lisa brings both professional expertise and personal experience as a single who has independently built significant wealth.
Lisa has lived in India, the Philippines, Silicon Valley, Manhattan NYC and has settled in a suburb of Kansas City. She loves her 2 dogs, drinking coffee, doing puzzles, paint by number, playing piano and streaming the latest series involving Navy Seals.
- Encore Careers (Moving into Life’s “Second Act”) / Career Transitions.
- Financial Literacy.
- Retirement Planning – Different ways to think about retirement or making work optional.
- Tax Planning – How to save money in taxes.
- Investing – Understanding the stock market and alternative investments.
- Explaining why financial planning is important to single women.
- Explaining tips and trick for single women inheritors.
- Aligning money to your meaning in life.
- Generosity / Giving / Tithing.
- Being a single woman doing on-line dating at 51 years old.
- Finding life fulfillment while never having kids.
- Planning for Solo Aging.
- Women’s empowerment.
- Personal growth, happiness, and resilience.
Single Women (divorced, widowed, never married)
Age 40+
Professional working women
Incomes of >$75,000/annually
Christian Single Women Age 40+
Women with Complex Compensation Packages (stock options, etc.)
Professional Female Leaders
Female breadwinners
1. Money Doesn’t Have to Be Scary or Overwhelming
Listeners will feel like, “Okay, I can actually do this.” Lisa takes complex topics (retirement planning, investing, debt payoff) and make them sound approachable—even a little fun. The big lightbulb moment is that finances don’t require a PhD in economics, just the right guide.
2. Being Single Changes the Money Game—And That’s Okay
Women will realize they’re not “behind” or “failing” because they’re navigating money solo. Lisa normalizes the unique challenges (only one income, no built-in financial partner, higher vulnerability) while giving them practical ways to move forward with confidence.
3. Joy and Money Go Hand-in-Hand
Listeners will see that financial planning isn’t about restriction—it’s about creating freedom to live the life they want. The aha: “I can prioritize travel, wellness, and fun and still retire with confidence.” Their money should support their life, not their life supporting their money.
4. Watch Out for Red Flags (and Protect Yourself)
You’ll share the financial and relational warning signs women often overlook—whether in choosing an advisor, dating, or making money decisions. The takeaway: “My boundaries are valuable, and I deserve transparency.”
5. Small Steps Create Big Confidence
Your listeners won’t feel like they have to overhaul everything overnight. Instead, they’ll know exactly one or two first moves they can take—like checking their 401(k) allocations, setting up a savings bucket for joy, or finally asking their advisor the “awkward” questions.
6. They’re Not Alone Anymore
Maybe the most powerful takeaway: they’ll feel less isolated. Lisa positions herself as a thought partner—someone who gets the challenges of being a single woman navigating money—and who’s willing to walk alongside them.
- “What inspired you to leave a big corporate career and start Clear Springs Wealth—and why focus specifically on single women?”
- “What are the biggest financial challenges single women face that married couples often don’t even think about?”
- “So many women feel overwhelmed by money. How do you take something intimidating, like investing or retirement planning, and make it feel doable?”
- “In your experience, what are the top money ‘red flags’—either in relationships or in working with financial advisors—that women should watch out for?”
- “How can women find the balance between enjoying their life now—travel, experiences, freedom—while still planning responsibly for the future?”
- “What’s one small step a woman listening today could take right now to start building more confidence in her finances?”
Clear Springs Wealth
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Are you financially ready for the life you want? To find out, download the Single Woman’s Financial Checklist which will help you gain clarity about where you stand today and identify opportunities to strengthen your financial future.
https://clearspringswealth.myflodesk.com/financial-checklist