Lisa Weil

FAQ About Lisa Weil

• What is Lisa Weil's address?

  Lisa Weil is located at
  Seattle, Washington, United States

• What is Lisa Weil's job title?

  Lisa Weil is a
  Lisa is the Principal and Founder of Clarity Northwest Wealth Management, LLC, a boutique advisory firm providing Fee Only financial planning services. The firm charges for services on an hourly basis. There are no hidden fees or commissions. We work in partnership with you to develop a plan that you trust, that you feel confident in, and that you're comfortable implementing. Depending on your particular needs and concerns, our work together may include: • A Review of Your Current Financial Position • Cash Flow Analysis and Budgeting • Debt Management • Goal Funding • Education Planning • Investments (including employee stock & option plans) • Retirement Planning • Insurance Analysis • Tax Strategy • Estate & Philanthropic Planning In our work with you, our goal is to: • Provide a safe place for you to ask the questions you need to ask • Listen closely, taking time to understand your unique needs and goals • Help you sift through and identify what’s most important to you • Work in partnership with you to create a clear, customized plan that makes sense to you and helps you realize your goals Lisa is a Harvard MBA with over 14 years experience in corporate market strategy and business planning. In 2012, she chose to shift her focus to strategy and planning serving individuals and families. She completed Boston University's CFP Certification Program and passed the rigorous two day CFP Board exam. She launched Clarity Northwest in 2013 and now works, serving each and every client to the best of her ability, as a qualified CERTIFIED FINANCIAL PLANNER professional. Lisa is passionate about financial literacy, education and outreach. Her goal is to help individuals and families strategize and plan, sorting through life’s choices in a larger more meaningful context. To learn more about Lisa and/or Clarity Northwest Wealth Management, LLC, please visit us at: http://www.claritynorthwest.com. Clarity Northwest Wealth Management

• What industry does Lisa Weil currently work in?

  Lisa Weil currently works in the
  Clarity Northwest Wealth Management

• What is Lisa Weil's area of expertise?

  Lisa Weil specializes in
  Lisa is the Principal and Founder of Clarity Northwest Wealth Management, LLC, a boutique advisory firm providing Fee Only financial planning services. The firm charges for services on an hourly basis. There are no hidden fees or commissions. We work in partnership with you to develop a plan that you trust, that you feel confident in, and that you're comfortable implementing. Depending on your particular needs and concerns, our work together may include: • A Review of Your Current Financial Position • Cash Flow Analysis and Budgeting • Debt Management • Goal Funding • Education Planning • Investments (including employee stock & option plans) • Retirement Planning • Insurance Analysis • Tax Strategy • Estate & Philanthropic Planning In our work with you, our goal is to: • Provide a safe place for you to ask the questions you need to ask • Listen closely, taking time to understand your unique needs and goals • Help you sift through and identify what’s most important to you • Work in partnership with you to create a clear, customized plan that makes sense to you and helps you realize your goals Lisa is a Harvard MBA with over 14 years experience in corporate market strategy and business planning. In 2012, she chose to shift her focus to strategy and planning serving individuals and families. She completed Boston University's CFP Certification Program and passed the rigorous two day CFP Board exam. She launched Clarity Northwest in 2013 and now works, serving each and every client to the best of her ability, as a qualified CERTIFIED FINANCIAL PLANNER professional. Lisa is passionate about financial literacy, education and outreach. Her goal is to help individuals and families strategize and plan, sorting through life’s choices in a larger more meaningful context. To learn more about Lisa and/or Clarity Northwest Wealth Management, LLC, please visit us at: http://www.claritynorthwest.com.

• Which languages does Lisa Weil speak? 

  Lisa Weil speaks the following languages:
  No languages available.

• Which industries has Lisa Weil previously worked in?   

  Lisa Weil has prior experience in the following industries:
  Junior Achievement Of Washington , World Association Of Children And Parents , -- , Marketing Frameworks , Microsoft , Microsoft , Microsoft , Microsoft , Ibm , Ibm

• What is Lisa Weil’s work experience?  

  Lisa Weil has the following professional experience:
  Clarity Northwest Wealth Management , Junior Achievement Of Washington , World Association Of Children And Parents , -- , Marketing Frameworks , Microsoft , Microsoft , Microsoft , Microsoft , Ibm , Ibm .

• How can I find Lisa Weil on LinkedIn?  

  You can view Lisa Weil’s
  LinkedIn profile at LinkedIn URL.

• What are Lisa Weil’s work email addresses?  

  Lisa Weil’s work email addresses are
  [email protected] .

• What company does Lisa Weil work for?  

  Lisa Weil works at
  Clarity Northwest Wealth Management