Isaiah Douglass, CFP® ID Financial Planning & Wealth Management

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About Isaiah Douglass, CFP®

The story of ID Financial Planning & Wealth Management is simple. I felt there was a better way to work with dentists and veterinarians to provide financial advice and guidance. I’ve always believed that good financial information should be accessible to more than just those who are already financially successful. Today’s world has continued to grow more complicated, and everyone’s focus is stretched thin. A financial advisor’s job is to provide advice and guidance to help make decisions. Client’s themselves would make if they had the expertise. By working and focusing on dental and veterinarian practitioners the advice we can offer and contribute is additive both to the personal life, but also to the business. Understanding the profession from an operational perspective is a dramatically different planning experience. Finally, I am a big believer in looking at both assets and liabilities. Net worth is our focused metric of choice for wealth creation. That’s also where our incentive is located, grow your net worth. To book a time to chat you can do so here.

 

For more information on me and my firm, you can watch this video!

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Ideal Clients

  • Dentists
  • Gen Y/Millennials
  • Medical Professionals
  • Veterinarians

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • The monthly fee based on net worth.
    • The minimum fee is $150 per month.
      $0 – $1,000,000 0.50%
      $1,000,001 – $2,000,000 0.40%
      $2,000,001 – $4,000,000 0.35%
      $4,000,001 – $6,000,000 0.30%
      *All amounts over $6,000,000 qualify for a discounted rate.
  • There is an initial planning fee of $300 at the beginning of a relationship.

SEC Records

States Registered

  • Indiana

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