Credentials for Journalists

NAME: Lisa Clements, SE-AWMA, CRC, BCC

PROFESSIONAL DESIGNATIONS:

  • Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®)

    • What it means: This designation equips advisors to handle the complex financial lives of high-net-worth professionals, especially those in sports and entertainment who face unpredictable income streams, sudden wealth events, and shortened career spans. It covers advanced topics like tax strategies, trusts, cash flow, retirement benefits, and estate planning.

  • Certified Retirement Counselor® (CRC®)

    • What it means: The CRC credential is focused squarely on retirement—both saving for it and managing income once you get there. It’s independently accredited and constantly updated to reflect the latest in retirement planning. It also requires adherence to a strict code of ethics.

  • Board Certified Coach (BCC)

    • What it means: The BCC credential is all about professional coaching excellence. It signals that Lisa has met strict education and training requirements, passed a rigorous exam, gained hands-on experience, and committed to ongoing professional development and an enforceable code of ethics.

AGE: 51

CITY: Overland Park, KS

EXPERIENCE: 3 years in financial planning and wealth management. I own my firm.

  • Financial Planner and Wealth Manager, Clear Springs Wealth - 3 years

  • Chief People Officer, Bark Inc. - 1 year

  • Sr. Director of Recruiting Operations, Facebook/Meta - 3.5 years

  • Global Recruiting Director, Accenture - 8 years

  • Recruiting Director, Cerner/Oracle - 3.5 years

  • Recruiting Leader, Accenture/Andersen Consulting - 5 years

EMAIL: lisa@clearspringswealth.com

COMPANIES: Clear Springs Wealth, Bark Inc., Meta, Accenture, Cerner

WEBSITE: https://www.clearspringswealth.com

SOCIALS:

https://www.instagram.com/clearspringswealth

https://www.tiktok.com/@clearspringswealth

https://www.linkedin.com/company/clear-springs-wealth/

https://www.linkedin.com/in/clementslisa/

https://www.facebook.com/clearspringswealth

https://www.pinterest.com/clearspringswealth

https://x.com/thelisaclements

https://www.youtube.com/@clearspringswealth

https://bsky.app/profile/clearspringswealth.bsky.social

HEADSHOT: Click Here

BIO: Lisa is a financial strategist and investment manager who specializes in helping single women secure their financial futures. She builds ongoing relationships with her clients, helping them save money in taxes, build wealth through investments, and make sound financial decisions for the future. Drawing from over two decades of corporate executive experience and her own journey of building a seven-figure portfolio, Lisa delivers sophisticated financial guidance with genuine understanding.

COMPANY LOGO: Click Here

TOPICS OF EXPERTISE:

  • 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

KEY MESSAGES:

1. Money Doesn’t Have to Be Scary or Overwhelming

Listeners/Readers 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)

Lisa will 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

Readers/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. You’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.