Clear Springs Wealth helps successful independent women transform their financial futures through personalized planning and wealth management
What We Can Help You With
At Clear Springs Wealth, our mission is to empower single women to transform their financial futures by providing personalized, relatable financial planning and wealth management to turn financial uncertainty into confidence.
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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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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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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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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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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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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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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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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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Review the causes you care about, and plan for charitable donations in the most efficient way possible.
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Create a system to simplify your income and expenses, track your assets and liabilities, and develop a disciplined debt repayment strategy.
Financial Freedom Session
Whether you're unsure about your 401(k) investment choices, need clarity on debt payoff strategies, or want to optimize your corporate benefits package, we can tackle your most pressing financial concern and create an actionable plan in two focused sessions.
This 2-hour time investment gives you immediate clarity and concrete next steps without the commitment of ongoing management.
Investment: $497
Comprehensive Financial Planning
For professional women building wealth on their own, Clear Springs Wealth brings an uncommon combination of executive experience and solo wealth success to your financial journey. With expertise spanning corporate benefits optimization, strategic investment design, and personalized wealth planning, we create custom portfolios crafted to your unique life goals.
Our comprehensive wealth management elevates beyond investment oversight to become a true partnership in your financial independence - because your wealth strategy should be as ambitious and capable as you are.
Investment: $3600 per year + 0.8% AUM
Ready to Feel Financially Self-Sufficient and Confident?
It all begins with a complementary 15-minute chat. During our time, we’ll get to know what’s on your mind regarding your finances and see how we can help.
Note: You do not need to reveal any personal financial information, nor do you need to bring anything with you to the call.