About the Episode:
Empowering women through financial planning starts with understanding their values, life stages, and emotional needs. In this episode, host Kirsten Schlumbohm sits down with Grace Nicholson and Lisa Chenet to explore how The Bucket Plan® helps female clients visualize financial security, make informed decisions, and feel confident in their ability to thrive—both now and in the future.
The episode offers powerful real-life examples of how financial advisors can use tools like the Concerns & Priorities Worksheet, Pyramid of Risk, and Now, Soon, and Later Buckets to foster deeper trust and more meaningful relationships with women navigating widowhood, divorce, or retirement.
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About the Host:
Kirsten Schlumbohm, BPC, is Vice President, Head of Annuity Sales at C2P and the voice behind A Women’s Clarity. She has over 15 years of industry experience, in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.
Kirsten is committed to empowering people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration. When she isn’t busy helping her advisors, Kirsten can be found running trails in the great state of Oregon, watching Iowa State Football, and changing the world by rescuing one senior dog (or two) at a time with her husband Jeff.
About the Guests:
Lisa M. Chenet, CFF®, BPC is the Director of Operations at CLP Financial Group in Virginia. After initially working as a computer programmer at NASA, Lisa found her true calling in the financial services industry, inspired by being raised by a successful financial advisor father.
With an impressive array of certifications and investment advisor licenses, Lisa brings tremendous expertise, Lisa brings a wealth of expertise to her role. Her genuine, down-to-earth style and array of certifications and investment advisor licenses helps her make complex financial matters more understandable for clients.
Passionate about financial education, Lisa established the Woman’s Division at CLP Financial in 2020 to assist women in achieving financial independence. As a trusted financial coach, she guides clients towards security through her comprehensive knowledge, empathetic nature, and dedication to their best interests.
Grace Nicholson is an accomplished Investment Advisor Representative, Fiduciary, and Financial Planner with over 12 years of experience in the insurance and financial services industries. Based in Salt Lake City, UT, Grace is the Founder of Akamai Advisors where she leverages her significant knowledge and expertise to guide clients through their retirement, helping ensure their financial independence and confidence.
Grace specializes in tax-free income strategies, life insurance, long-term care planning, and various financial products. Her holistic approach involves reviewing every financial aspect of her clients’ lives, building trust by always prioritizing their needs. Committed to increasing financial literacy, Grace works to simplify complex financial concepts, empowering her clients to make informed decisions for their future.