Why Clear Springs Wealth?

In 2018, I started my own company working with women as a leadership coach.  Through numerous client conversations, I was struck by how interconnected aspirational life planning was with one’s financial resources.   The importance of financial planning and investing in the context of a larger life vision was unmistakable.

I believe money must be a part of the life planning engine.  Without it, goal-setting gears can grind to a halt. It’s fitting that I’ve heard money referred to as “grease.” It does not do anything on its own, but used with foresight and reason, it helps make things happen.  By itself, it can be messy and toxic. Applied sensibly on a regular basis, it can make life run more smoothly.

With that in mind, I decided to take my love of learning about the markets and my love for coaching and offer both financial advisory and investment management services to independent women.  I want to enable and ‘grease’ the gears for my clients’ life goals and aspirations.  Not only do I want women to be able to ‘dream big’, but I want them to have the financial resources to achieve those dreams.  I also believe all women should feel confident and secure in their financial futures. 

To provide access for a variety of women, I offer a non-traditional subscription model ($75/mo) for financial education and advice, 2 different one-on-one financial planning packages, and investment management services.

You don't have to manage your money alone, and you don't have to work with an advisor who sells products or charges large fees to manage your money.  I can reduce overwhelm and bring about confidence and security in your financial future.  If you'd like a second opinion on your portfolio (I've got some super-cool analysis tools!), OR if you know of someone who could benefit from a relationship with a trustworthy advisor, please send them my way!