Lisa Weil Email & Phone Number

Seattle, Wa

Principal and Founder of Clarity Northwest Wealth Management, LLC, a boutique, Fee Only financial planning firm. We charge for our services on an hourly basis. There are no hidden fees or commissions. Our goal is to deliver sound, independent advice. We work in partnership with you to create a plan that you trust, that you feel confident in, and that you're comfortable implementing.

Managed various privately held assets. Assessed portfolio allocations, correlations, returns, volatility and overhead (expenses); re-balanced accounts based on a plan and a discipline. Able to convey key concepts like the time value of money, the importance of budgeting, saving, compounding, the impact of taxes and inflation, the difference between real versus nominal returns, investment versus investor returns, modern portfolio theory, Monte Carlo simulations, and behavioral economics. Proficient in the use of Morningstar Principia Pro, and in the building of sophisticated financial models using Microsoft Excel . Experience navigating home, auto, health, life, and long term care insurance policies and claims.

Involved in board activities ranging from strategic planning to communications to fund development. WACAP's mission is to help find "a home for every child." They are one of the largest and most experienced international non profit adoption agencies in the US.

Roosevelt High School

Created and conducted classes and hands-on exercises, working with a diverse class of sophomores, juniors, and seniors. Brought in outside experts for joint presentations. Used a mix of workshops, role play, and presentations to engage students on a range of topics from business development to career planning and interviewing skills.

Seattle, Wa

Sample projects and engagements include:** Boyer Childrens Clinic **Consultant to Boyer's Executive Director and senior management. Reviewed fund raising strategies and messaging to determine new approaches and avenues for development. Assessed relevant communication strategies and social media opportunities. ** Sitterscout **As project lead, worked with a team of four other professionals to help Sitterscout CEO and founder develop a comprehensive online marketing strategy and plan that leveraged leading web tools and technologies.** Summer Search **Worked with Summer Search's Founding Seattle Board member to refine Summer Search's positioning and messages targeting major sponsors. ** Visio Corporation **Worked with senior management to review trends in emerging markets, assess opportunities and define strategies to enter and win market share. Led senior marketing and corporate sales teams in off-site planning sessions to identify untapped opportunities using existing corporate technologies. Identified new target markets and sources of leverage. Developed positioning and messages. Findings prompted management to re-think product strategy and focus on new markets to stay ahead of competitors. ** Edmark **Worked with CEO and top management to analyze the company’s product line, marketing messages and programs to define a more focused corporate strategy and organizational structure.

Managed marketing team, programs, and $3M budget. Developed the Workgroup Apps Division PR strategy, coordinating across a team of 18 product managers. Developed 3 year division product forecast and re-vamped pricing model for presentation to Microsoft's CEO.

Developed and managed broad-based market research to create product recommendations shaping early versions of the Microsoft Outlook product.

Developed marketing and launch plans to help bootstrap early handheld technology platforms. Handled press relations working with industry analysts and publications ranging from Gartner Group to the WSJ. Managed $0.5M 30’x50’ Comdex booth hosting 7 OEMs (Toshiba, NEC, Samsung, etc) and 14 ISVs. By product launch 6 mos. later, our product team had the support of 33 OEMs, over 200 ISVs, and 7 active customer beta sites.

Developed market strategy, implementation plan, packaging, manufacturing schedule, sales materials and partner programs for Microsoft Excel for OS/2. Managed month-long, pre-launch customer pilot to create Microsoft Excel converts out of skeptical, loyal Lotus 1-2-3 users. At pilot's end, we showcased customer testimonials in a video featured at the heart of the Excel 3.0 launch (for Windows, OS/2, and Mac users) presenting to an audience of several hundred including a mix of key journalists and corporate customers. Managed channel research. Created detailed monthly sales tracking and analysis application within Excel.

Developed and implemented branch marketing programs to sell and install PC and mainframe-based software to corporate customers. Sold database (DB2), mail (PROFS) and decision support software (QMF, AS, SQL/DS), helping generate mainframe sales. Managed successful sales and installations at Macy’s, Transamerica, Nabisco, Union Carbide, and UPS. Recognized by IBM Marketing Director for leadership developing national marketing programs, 1987. New York (Tri-State) Area Designated Specialist of the Year, 1986. Branch “Star of the Half” (Year), 1986.

Managed million dollar mainframe installations at Macy’s and Herman’s Sporting Goods.

Master Of Business Administration (Mba)

Activities and Societies: Women's Ice Hockey Team

Bachelor Of Arts (B.A.), Political Science

Activities and Societies: Varsity Soccer and LacrossePhi Beta Kappa, Durant Scholar

Cfp® Certification Program, Boston University

A comprehensive program requiring mastery of nearly 100 integrated financial planning topics including: • General principles of financial.