Financial Freedom
Fast Track
12 Week 1-on-1 Program
Helping busy women build wealth and create more life options through thoughtful planning and investing.
12 Spots Remaining for 2024!
Our Simple 4-Step Process:
STEP ONE
Schedule a free 30-minute chat.
STEP TWO
We will work together to organize your finances and draft your future goals.
STEP THREE
We’ll review potential paths and customize your financial plan - including investments.
STEP FOUR
Together, we execute the plan, with coaching and accountability along the way.
Program includes:
+ 1-on-1 live phone support in transferring and/or setting-up accounts
+ 1 -on-1 guidance with on-line planning tools
+ A clear investment strategy with quarterly re-balancing and annual updating
+ A 2-page personalized financial plan to get you to your future goals, including specific action steps and annual updating
get your financial questions answered
Will I have enough to retire?
What do I do with my 401K with a former employer?
Should I be saving my retirement money pre-tax or in a Roth?
Could I be paying less in taxes?
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?
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
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
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
Clear Springs Wealth is a proud member of the following:
The Financial Freedom Fast Track Program investment is made up of 2 parts. Everyone pays the same Program fee, but the investment management fee depends on the value of your investment accounts.
Fast Track Program Financial Planning
$3600 Annual Program Cost
This is billed monthly at $300/month.
$3200 (a $400 discount!) if paid in a lump sum!
Investment Management Services
.6% of Assets Under Management
This means if we manage $100,000 for you, we collect a fee of $150 per quarter from your investment account.
(100,000 x .6% = $600 annually, or $150/quarter)
limited time BONUS
limited time BONUS
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Over a series of 4 personalized virtual sessions, Amanda will help you tackle your most frustrating digital issues - whether that be an overflowing email inbox, confusing photo organization, files everywhere or endlessly forgotten passwords. As part of this offering, Amanda can even help you pull together the important documents you will need for our work together, all in one neat and tidy central location.
Here's what you get as part of this amazing new bonus:
4 virtual one-on-one sessions with Amanda where you will tackle your biggest digital frustrations, whether that be email, files, passwords, photos or all of the above ($975 value)
Access to an interactive client portal with time-stamped session recordings, action items, how-to videos and more
FREE access to the Get It Done Club, a super-fun weekly online accountability group where you can get those pesky tasks DONE. ($324 yearly value)
Access to Amanda's digestible mini-courses where you can learn her best tips & tricks for conquering your digital clutter ($99 value)
Freedom from digital clutter at last (priceless)
Think of Amanda as your semi-bossy (yet fun!) tech-loving cheerleader and guide, ready to help you get your tech life in tip-top shape, all while you're also whipping your financial life into shape!
Worried about being able to find everything you need to get your financial ducks in a row?
When you sign up for the Financial Freedom Fast Track Program by October 31st, you will get access to Amanda Jefferson, digital decluttering expert and the owner of Indigo Organizing. Amanda offers 1-on-1, personalized support to tackle your biggest digital challenges. Amanda's total package of services is valued at nearly $1400, but you are getting it as part of this package for FREE.
As one of the world's first KonMari consultants trained in Marie Kondo's revolutionary method of based on what "sparks joy," Amanda has helped thousands of people to simplify their lives through her training and support. A TEDx speaker and the co-host of the “Good Enough-Ish” podcast, she has been featured in the Wall Street Journal, Real Simple, Harpers Bazaar UK magazines, among others.
Schedule your first call.
On this call, you will speak with Lisa Clements, who will ask 3-5 questions to understand what’s on your mind regarding your finances.
You do not need to reveal any personal financial information, nor do you need to bring anything with you to the call.
After this short conversation, you can decide if it makes sense to have a future conversation, or if Lisa can direct you to free resources which will provide what you need.