Today we’d like to introduce you to Lisa Clements.
Hi Lisa, it’s an honor to have you on the platform. Thanks for taking the time to share your story with us – to start maybe you can share some of your backstory with our readers?
My path actually began in human resources, talent acquisition and operations for companies like Meta Platforms (formerly Facebook), Accenture and Bark & Co.. I loved working with people, figuring out what made teams tick, helping individuals find their strengths—and I got very comfortable with big-corporate systems and complex challenges. What I realized, though, was that in all those roles I was often listening to colleagues—especially women—explore their financial lives and quietly wrestle with their future: “Am I saving enough? Am I investing right? What happens if …?”
As a single woman myself well into my 40s, I had my own chapters of that story. I didn’t always find a financial advisor who got me—someone who understood a single woman with career ambitions, no “traditional” two-person retirement plan, no spouse doing the saving for two, and facing unique risks and choices. I also realized I’d built a seven-figure investment account—not because I was rich or had some secret, but because I got intentional, asked questions, built a plan, and stuck to it. That made me believe: yes, this is doable for many women, even if the system hasn’t always felt built for them.
So I founded Clear Springs Wealth to serve that woman—the busy professional, the never-married, the widowed, the divorcee—who wants to feel empowered, make smart choices with her money, and create more life options. My promise is: I’ll be your ally, your strategic partner, your coach—not a distant “advisor” with jargon, but someone who speaks your language, respects your path, and holds you to high standards while keeping things human.
Because of my background in HR and operations, I bring two things to the table: clear communication and process, but also empathy and authenticity. I’m comfortable breaking down complicated financial issues into plain English, and I genuinely enjoy the work of helping women step into their power financially. Over time I’ve earned credentials—SE-AWMA (Sports & Entertainment Accredited Wealth Management Advisor), CRC (Certified Retirement Counselor), BCC (Board Certified Coach) —which give my clients confidence that I know this space deeply.
At the end of the day, the story of how I got here is pretty simple: I saw a gap, I recognized a crowd of women who were underserved, I realized I had both the skills and the lived experience to help, so I made the leap. And now I get to do the work I love—helping single women feel assured, not anxious about their investments and their future. That’s what drives me every day.
I’m sure it wasn’t obstacle-free, but would you say the journey has been fairly smooth so far?
A rewarding road? Yes—but not smooth.
Leaving a high-paying corporate job to start an independent wealth firm was both thrilling and terrifying. I went from managing global teams at Meta to managing everything—compliance, marketing, operations, service design, even IT, virtual private networks and back-up systems. There are no co-workers to “bounce ideas off of”, or help me feel self-assured when I’m second-guessing my pricing model at 2 a.m.
There were also emotional hurdles. As a single woman, there’s no built-in financial backstop, no partner’s income to fall back on. Every decision felt like it carried double the weight. But that pressure is exactly what fuels my empathy for the women I serve—because they’re walking the same road of self-reliance.
And honestly, one of the hardest transitions was unlearning corporate conditioning. In big companies, success is measured in promotions, titles, and quarterly reviews. In entrepreneurship, success looks more like freedom, impact, and alignment with your purpose. That’s been the most beautiful lesson—figuring out that the “smooth road” is usually the one that’s too flat to take you anywhere worth going.
Great, so let’s talk business. Can you tell our readers more about what you do and what you think sets you apart from others?
Clear Springs Wealth is an independent, fee-based financial advisory firm I founded to help single women feel empowered, confident, and in control of their financial futures. My clients are often highly capable, successful women who have built impressive careers—but find that when it comes to investing, planning, or retirement, they’re not always sure where to start or who to trust.
I work primarily with women who are navigating life solo—whether they’ve never married, are divorced, or widowed—and want a thought partner who truly understands their unique challenges. My approach is deeply personal: part financial strategist, part coach, and part accountability partner.
I offer three main ways to work together: Comprehensive Financial Planning, a subscription-based model where I act as a client’s personal CFO; Investment Management, where I handle portfolio design, rebalancing, and performance tracking through Charles Schwab; and Hourly or Targeted Consulting, ideal for women facing a specific challenge—like navigating a divorce, deciding whether to keep a home, evaluating a job offer, or getting a second opinion on their investment strategy.
What sets Clear Springs apart is how I structure both fees and relationships. I don’t believe in the traditional “1% of assets” model that so many big firms use regardless of the time or work involved. My pricing is transparent and built around value—not the size of someone’s portfolio. I also bring over two decades of corporate experience from companies like Meta and Accenture, which means I understand equity comp, promotions, and career transitions firsthand.
Brand-wise, I’m proud that Clear Springs Wealth feels different from the typical financial firm. It’s approachable, educational, and a little witty. My tone is conversational, not condescending. I believe financial planning doesn’t have to feel intimidating—it can actually feel empowering, even fun. My goal is for every woman I work with to feel seen, supported, and fully capable of designing a life that lights her up.
At the end of the day, my brand stands for financial clarity, emotional confidence, and freedom of choice—the ability to create a life that reflects your values, not just your balance sheet.
Where do you see things going in the next 5-10 years?
There’s a lot of buzz right now about AI “replacing” financial advisors, but I think that’s missing the point. AI is incredible at pattern recognition, number crunching, and trend analysis—it’s a fantastic tool. But money is emotional, and our financial decisions are rarely made in a vacuum. Algorithms can’t feel the weight of someone’s fear about retiring alone, or the relief of knowing they’ll be okay after a divorce.
The future of finance will absolutely include more automation, but it won’t replace the relationship. Instead, it’ll elevate the role of the advisor. Clients will look less for brand names like Merrill or Edward Jones, and more for advisors whose personality, communication style, and values resonate with them. The advisor of the future won’t compete on who can pick the best mutual fund—they’ll stand out by who can listen best, ask the right questions, and help clients make decisions with confidence.
In short, AI may handle the data, but humans will always handle the trust.
Contact Info:
- Website: https://www.clearspringswealth.com
- Instagram: https://www.instagram.com/clearspringswealth
- Facebook: https://www.facebook.com/clearspringswealth
- Linkedin: https://www.linkedin.com/company/clear-springs-wealth/
- Twitter: https://x.com/thelisaclements
- Youtube: https://www.youtube.com/@clearspringswealth
- Yelp: https://www.yelp.com/biz/clear-springs-wealth-overland-park
- Other: https://www.tiktok.com/@clearspringswealth
