I help busy women build wealth and create more life options through thoughtful financial planning and investing.
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Plan for Retirement
Develop a personalized order of operations for your tax-efficient accumulation and income distribution strategies, including plans for financial independence. Understand the roles of complex government programs such as Social Security and Medicare (IRMAA).
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Reduce Taxes
Reveal forward-looking, tax-efficient opportunities within your financial ecosystem, including Roth conversion strategies, tax gain and loss harvesting, deductions and credits, taxable income control, and asset location.
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Manage Risks
Right-size your emergency fund and review risk mitigation tools such as life, disability, health, long-term care, property, and liability insurance to appropriately align them with your personal financial risks – without being sold products.
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Estate Planning
An intentional plan to protect those you love and direct assets by reviewing account titling, beneficiary designations, last wills, trusts, appointed guardians, and/or powers of attorney.
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Grow Investments
Diversify a portfolio which helps you accomplish life goals, considering your risk capacity and risk tolerance, and your investment time horizon.
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Achieve Pre-Retirement Goals
Look around the corner and plan ahead for career transitions, sabbaticals, starting your own business, major purchases, financing, marriage, adoption, children, and aging parents.
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Education Planning
Calculate and plan for education costs, college savings opportunities, 529 plans and other approaches, financial aid, and student loan repayment strategies.
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Maximize Employee Benefits
Understand the true benefits of your employment beyond compensation, including a full review of your employee benefits package, qualified retirement plans, deferred compensation, and group insurance options.
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Build a Legacy
Review the causes you care about, and plan for charitable donations in the most efficient way possible.
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Plan Cash Flow and Pay-off Debt
Create a system to simplify your income and expenses, track your assets and liabilities, and develop a disciplined debt repayment strategy.
What Clients Say
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Lisa is amazing. She helped me and my husband get our financial sh*t together, which was long overdue. With her help, we could downsize our house, get our kid to college, and avoid overpaying taxes. We have made thousands of dollars using her services in just a few months!
Dana H, Arizona, 52, Married
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Lisa is the best! She makes you think outside the normal-conventional financial questions and listens to you and what you need. Everyone’s financial needs are different and she makes sure you are listened to and comfortable with adjustments and changes moving forward. Wish I would have found her earlier in life to help make sense of daunting life financial decisions.
Corrie J, Missouri, 36, Single
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Lisa is not only knowledgeable and competent, she is caring and personable! I feel confident that she is helping me make wise and informed financial choices. I finally feel like I have someone truly on my team working toward my goals. Highly recommend!
Chara S, Nebraska, 47, Single
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Working with Lisa has been amazing. Her "wealth" of knowledge and caring and thoughtful attitude is priceless. She is also thorough and passionate. Her wonderful sense of humor is an added bonus.
Jessica G, Kansas, 51, Single
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Lisa is great to work with! She makes you feel confident in the decisions you’re making with your finances because of how much time and dedication she has put into studying and comparing options. She can give recommendations on some of the best tools to save money and the smartest things to invest in. She also was able to break things down step by step to make it easier for me to understand the process she goes through when managing finances. I highly recommend working with her so you can feel comfortable and confident in your financial decisions!
Kayla E, Kansas, 23, Single
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Clear Springs Wealth takes all the fear and anxiety out of planning for your future. I wish we would have started working with a financial planner years ago. With Clear Springs Wealth, we quickly found out that it's never too late! Even though my income keeps changing because I'm caring for an elderly parent, Lisa offered many options to move forward and reach our goals. It's never easy to talk about money. But Lisa took the time to make us feel comfortable and really listen to what we wanted to accomplish. Without answering Lisa's questions and sharing with her all of our financial information, I don't think we would have even known what we'd want our post-retirement life to be like. She has helped keep our dreams realistic while doing everything she can to lay out a plan to get us where we want to be, and how we need to do that, including changes we'd need to make. The tools CSW has are easy to work with, easy to understand, and puts all our financial in one clear and precise picture. Lisa is extremely responsive and is always ready to help or answer questions. I fully trust CSW with both planning and managing my money with my best interests in mind. I would highly recommend Clear Springs Wealth and Lisa to everyone, no matter what financial situation they are in.
James C, Michigan, 53, Married
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.
Financial Answers
Everyone has questions about money. You're not alone!
You might be asking:
Can I afford to start my own business?
Do I have enough money to take a big trip?
Do I have enough to help with my kids’ education?
What’s the best way to pay down my debt?
What's my net worth?
How do I set up an investment account?
Am I making the right investments?
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.
Book an appointment.
It all begins with a 30-minute chat.
Get ahead of the crowd.
Make a plan to do what you want with your time.
Feel financially self-sufficient and confident.