Paul Doak, CFP®

YOUR life based Financial Planner

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I.D. Financial, LLC Paul Doak, CFP® He/Him
Bothell, WA

Serving Clients Nationwide

YOUR life based Financial Planner

Rated 5 out of 5
5 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Budgeting
  • Divorce Financial Planning
  • Family and Money
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

Hi, I'm Paul Doak.

When in High School, my Dad was being forced out of a corporate job after over 20 years and didn't have many options- so he bought a laundromat -mortgaged the house to the hilt and came to me for the earnest money. That laundromat provided for my parents and made a difference in their retirement.

That is why over the past 25 years I have dedicated my life to helping clients overcome their biggest financial challenges.

Every client relationship is based on listening to understand your needs and concerns, and simplifying the complex. With a focus on your goals and concerns.

My mission is to guide my clients to financial freedom so they can live out their deepest passions and accomplish their dreams.

More about me:
-married for over 16 years to Amy who is an RN💍
- ❤️ Father of an awesome autistic son.
(My wife and I help other families advocate for their child via IEPs and DDA)
-Active with my son's Scout Troop 478
-⛷️Enjoy Skiing with my family at Stevens Pass and other places
- Cooking with my family
-Will get into Crabbing and Fishing along the Puget Sound
- Reading most anything- esp Historical Fiction.
🇫🇮 am a fan of FINLAND (Soumi)🇫🇮

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Life Underwriter Training Council Fellow (LUTCF)

Affiliations

  • CFP Board

Primary Location

18208 28th Drive South East Bothell, WA 98012

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Nice people need only apply.
As we work together over the long term on Your financial- concerns through a holistic and scientific driven process that strives to capture in planning who the client is and what they are wanting to accomplish.

This is done through an educational and collaborative approach with you, the client, without jargon that is meaningless to most people.

We focus on who YOU are today and where you want to go. What is in the past is a learning experience for the future.

Areas of Focus:
✅ Goals-driven investing: goals-connected, risk-managed, cost-effective

✅ Creating lifestyle-based Wealthcare plans that balance living well today while being prepared for an uncertain tomorrow

✅ Implementing tax efficiencies and cost efficient model portfolios

✅ Delivering new advice based on changing investment valuations or client goals

✅ Special needs: A team approach with your other professionals adds perspective to all we do and provides increased benefits to our clients.

✅ Women: Years of experience have prepared us to guide you through your life transitions.

Care. Honesty. Integrity. We believe values matter, and we live by ours every day.

Education

University of Southern Maine with a Bachelors in Political Science and a minor in Economics.

Badges

Hobbies and Interests

  • Cooking
  • Cycling
  • Family
  • Reading
  • Skiing

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Special Needs

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Outstanding Financial Planner and Advisor

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
May 6, 2023

We’re do I start the 20 some years that Paul has been working with me on my financial health has been awesome he has weathered the ups and downs of the market with me. He has watched out for my needs for the future and helped me set up a fund for my granddaughter for college. He advise me in settings up my portfolio after my husband died he had the patience with me to make sure I had it set up for my future. He helped a friend with retirement questions she was so impressed with his knowledge that she wanted him to set up a financial planner for her and her husband. We all just feel lucky to have home working for us.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Linda
Linda

Outstanding Financial Advisor

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
May 3, 2023

Paul is an experienced financial professional that takes a proactive and holistic approach to managing our investments. He is always calm and reassuring, and he invokes our confidence and trust while working with us to develop a strategy to meet our investment goals. He keeps his clients informed of market conditions, changes, and potential impacts, and is always available for additional questions on short notice. I would most strongly recommend Paul to my colleagues and family members. He listens well, and communicates in terms are easily understood.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Steve Schlientz
Steve Schlientz

Incredible

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
April 23, 2023

Paul has done such a wonderful job for us. He answers phone promptly when I need to make some changes.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Diana
Diana

Paul Doak financial advisor

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
April 23, 2023

Paul Doak has taken very good care of my investments as well as my family to help us meet our goals for a comfortable retirement. He keeps us abreast of the markets and works with us to stay on track. Paul has a very good knowledge of the markets and explains conditions so together we can make intelligent changes in our portfolio to improve our positions to quickly recover down turns in markets. He listens to our concerns and helps us understand situations so we make good decisions to help our money grow. Paul is always available to discuss things and gives us sound advice.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Nancy Molisee
Nancy Molisee

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
April 21, 2023

We have been extremely pleased with the service Paul is providing us. He has been very patient and helpful with explaining everything. He has managed our account to the fullest.

◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Avatar for Lou and Mellodie Henckel
Lou and Mellodie Henckel