Financial Freedom
Fast Track
8 Week 1-on-1 Program
Helping you build wealth and create more life options through thoughtful planning and investing.
6 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
+ A 2-page personalized financial plan to get you to your future goals, including specific action steps
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.
Financial Fast Track Program
$1200 Program Cost
This is billed in 2 installments of $600/month.
$1000 (a $200 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)
Schedule your first call.
You do not need to reveal any personal financial information, nor do you need to bring anything with you to the call.
On this call, you will speak with Lisa Clements, who will ask 3-5 questions to understand your financial concerns.
After this short conversation, you will have the option to schedule the first 30-minute call in the Financial Fast Track Program or be directed to alternate resources.