Growing up, my parents made me save 50 percent of everything I earned – dog sitting, babysitting, house sitting, mowing lawns… I grew up knowing that saving is something you do before spending. -Shannon Moenkhaus, CFP®
Shannon is a Missourian, raising the seventh generation of her family here, in this community, with the values she was taught from her deep farming roots. Growing up she spent her summers with her grandparents taking care of family and community. Her memories of delivering food to the sick and hungry set her values early: take care of those who put their trust in you. Success is a long-term investment.
Her firm, Clarity Financial Planners, is committed to providing Evidence-Based Investing, Total Financial Life Management and Lifelong Learning to empower others to have a brighter financial future.
My purpose as a financial planner is to create an environment in which every women recognizes her strengths and ability to manage her financial life and gains more clarity and confidence in her financial future. -Shannon Moenkhaus, CFP®
Shannon has taught Personal Fiscal Fitness and Financial Literacy classes for UMSL outreach, Entrepreneurs Organization (EO), Tiger 21, Enterprise University, BAM Alliance and numerous physicians and high-net-worth professionals. She is passionate about helping women embrace responsibility for their finances to improve their future. She has spoken on gender inequality in the workforce for the Women’s Foundation of Greater St. Louis and Rise Collaborative Workspace and Women & Wealth for Washington University – Olin Business School.
She has worked with Junior Achievement, served on the Board of Directors for Central Institute for the Deaf and is actively involved with Presidents Council and a board member for Logos School.
Shannon enjoys spending time hiking, paddling and watching sunsets from her front porch. She and her family enjoy summertime on Lake Michigan, Winters with skiing and any free weekend heading to her 150-year-old tiny house (cabin) on the Black River near Johnson Shut-Ins.
- Parkway South High School
- University of Missouri
- Certified Financial Planner (CFP®)
PricewaterhouseCoopers, tax department
I learned the importance of intelligent tax strategies and personal finance.
Enterprise Bank & Trust
I ran the advisory team and sharpened my skills while managing a high-functioning team, serving business clients and their families. I performed full financial, tax and estate planning.
Buckingham Asset Management
I was introduced to evidence-based investing. Buckingham changed the way I look at personal finance and inspired me to strike out on my own.
I have delivered financial speeches/workshops for UMSL outreach, Entrepreneurs Organization (EO), Tiger 21, BAM Alliance, Enterprise University and numerous physicians and high-net-worth professionals.
I have worked with Junior Achievement, served on the board for Central Institute for the Deaf, and am actively involved with Logos School, where I chair its investment committee and President’s Council.
I enjoy spending time — hiking, paddling and watching sunsets from my front porch. My family enjoys summertime on Lake Michigan, Winters with skiing and any free weekend heading to our tiny house (cabin) on the Black River near Johnson Shut-Ins.
- Planning is my creative outlet.
- It is important to me to be Actively Openminded.
- My business hero is Richard Branson. He reminds me that anything is possible.
- Teaching, sharing, learning and taking care of others is immensely rewarding.
I may never retire.
Shannon Moenkhaus, CFP®