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Lisa Clements, BCC, SE-AWMA

Helping you create more life optionality through intelligent financial management. 💵 Feel self-assured 🧘🏽‍♂️ and ahead of the crowd 🏋️‍♀️ financially. Money Talks with Female Leaders Podcast🎙️

Lisa Clements, BCC, SE-AWMA is the President/Owner of Clear Springs Wealth, a position she has held since January 2022.1 She is a financial strategist and investment manager specializing in helping professional female leaders secure their financial future.2

Lisa's professional credentials include:

  • Board Certified Coach (BCC), obtained in January 20191
  • Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), obtained in December 20231

Her career history includes:

  • Chief People Officer at BARK (July 2019 - March 2020)1
  • Recruitment Sr. Director, Programs and Operations at Facebook (September 2015 - December 2017)1
  • Global University Recruiting and Programs Director at Facebook (August 2014 - August 2015)1
  • North America Talent Acquisition Director at Accenture (January 2010 - July 2014)1

Lisa is passionate about empowering women financially. She hosts the "Money Talks with Female Leaders" podcast, where professional women in their 30s, 40s, and 50s share their experiences with money.2 Her vision is for every woman in the US to be confident and secure in her financial future.1

Lisa's approach to financial planning includes:

  • Creative, client-centric, holistic financial planning
  • Excellent financial plan execution with real-life revisions
  • Smart, low-cost, simple, but aggressive investment growth
  • Wealth achievement focused on funded contentment in a secure financial future1

Prior to her career in financial planning, Lisa had extensive experience in human resources, recruitment, and operations, including executive leadership roles at companies like Facebook, Accenture, Cerner, and Barkbox.1

Highlights

Sep 3 · linkedin

What does an amazing life look like? Living better doesn’t mean we have to make radical changes. In fact, with a few simple upgrades we can learn to be happier and healthier. Find out more in this Visual Insights Newsletter.

Aug 31 · linkedin

🌟 Boost Your Team's Well-being with Financial Wellness Programs! 🌟

In today's competitive job market, offering more than just basic benefits is crucial. Financial wellness programs are a game-changer for both employees and employers. Here’s why: ⬇️

🔑 Key Benefits for Employers: • 📈 Increased Retention: Financially content employees stay longer and remain loyal. • 💼 Enhanced Productivity: Reduced financial stress leads to more focus and efficiency at work. • 💪 Stronger Engagement: Employees who feel supported are more engaged and committed.

💡 Why Employees Love It: • 💰 Better Money Management: Practical programs help employees reduce debt and increase savings. • 🤝 Tailored Support: Whether they're buying a home or starting a family, financial wellness programs cater to all life stages. • 🌱 Long-term Benefits: With tools to manage financial stress, employees can thrive both personally and professionally.

🎯 Make Financial Wellness a Priority: • Start the conversation about financial wellness in your organization. • Offer programs that meet your team where they are—whether they’re recent grads or nearing retirement. • Remember: A financially secure team is a productive, happy team!

💬 Let's Connect: How are you supporting your team’s financial well-being? ACCESS THIS BLOG: https://lnkd.in/gpK7QKQA

#womenandmoney #financialplanningforwomen #womeninvesting #retirementplanning #moneymanagement #financialadviceforwomen

Related Questions

What inspired Lisa Clements to transition from HR to financial planning?
How does Lisa Clements' experience at Facebook influence her approach to financial planning?
What specific strategies does Lisa Clements use to help women feel more secure financially?
How does Lisa Clements integrate her coaching and leadership experience into her financial planning services?
What are some success stories from clients who have worked with Lisa Clements?
Lisa Clements, BCC, SE-AWMA
Lisa Clements, BCC, SE-AWMA, photo 1
Lisa Clements, BCC, SE-AWMA, photo 2
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Location

Overland Park, Kansas, United States