The only constant in life is change. This driving force is what led Paul Doak to join the financial services industry 23 years ago. Today, Paul helps individuals—especially women and families with special needs—navigate through life’s transitions with confidence.
Founded in 2012, Intelligent Diversified Financial (I.D. Financial) is a financial services firm located in Bothell, Washington.
1. We’re fiduciary advisors. We’re passionate. We’re sincere. We relentlessly pursue your best interest.
2. We’re independent thinkers. We dive deep into the world of finance to find the best solutions for you and your family.
3. We break complex topics down into plain language. You don’t have to be an expert to work with us—you don’t even have to know the basics. We break things down in a way that empowers you to own your financial future.
Women face many financial challenges and need to prepare more. On average, women:
This means women may have fewer years—and less money—to save for a longer retirement than their male counterparts.
Paul specializes in helping you overcome these unique financial challenges so that you can live out your biggest passions without fear.
Paul is the father of a darling son who has high-functioning autism. He knows firsthand the struggles and concerns faced by families with special needs children. Concerns like:
Paul helps families overcome and plan for these challenges through thoughtful special needs planning.
To learn more about how we can help you and your family, contact us today
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.