ID Financial Planning & Wealth Management
Founder - Financial Planner
Fee-Only financial planner located in Noblesville, IN, serving clients locally and across the country
Isaiah Douglass is a Noblesville, IN fee-only financial planner. ID Financial Planning & Wealth Management provides comprehensive and objective financial planning focused on dentists and veterinarians to organize, grow and protect their net worth. As a fee-only, fiduciary, and independent financial advisor, Isaiah Douglass is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I've been fortunate enough to be blessed with the opportunity to do something I'm passionate about and love. My reasoning for becoming a financial planner is due to my own experiences. At 19, I opened a ROTH IRA with $500, and I never heard from that advisor again for over two years. I knew $500 wasn't worth much to that advisor, regarding how he's compensated, but that was a lot of money to me. That $500 was the beginning of my retirement savings. It meant something, and frankly still does. I never want anyone who works with our firm to experience that. My focus has been to provide exceptional service and use common sense in how to approach financial planning and wealth management. I've always admired Mark Twain's quote, "Whenever you find yourself on the side of the majority, it is time to pause and reflect." The noise, overly confusing data and downright false financial advice being given to consumers today are concerning. I've made a lot of the classic mistakes and in the process learned to develop systems and methods to control the emotional behavior investors seemly never can shake. By helping guide and direct the items we can control, we can increase the odds of success for an individual and their family.
Isaiah Douglass is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
The story of ID Financial Planning & Wealth Management is simple. I felt there was a better way to work with people to provide financial advice. 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 gotten more complicated, and everyone's focus is stretched thin. I believe a financial advisor’s job is to provide advice and guidance to help an individual make the decisions they want to make if they knew. Our opinion is fact-based and not on sales of a product or goals that tied to how much money an advisor makes or manages. The best financial firms in the nation focus on planning first and foremost, I agree. I believe there are a handful of controllable factors; we work with clients to focus on those. I am a believer in developing and growing good financial habits while eliminating those that lower the chances of success. Finally, I am a big believer in looking at both assets and liabilities. Net Worth is our focused metric of choice for wealth creation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Debt Management
- Gen X
- Gen Y
- In-Person Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Isaiah Douglass is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Isaiah Douglass is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Isaiah Douglass
11218 Black Gold Drive
Noblesville, IN 46060