I will be drinking an Arnold Palmer, black tea, or if I am indulging, a non fat Chai..
The initial Consultation is free.
This is a time for us to get to know each other and see if we are a fit personally and professionally.
PREPARE TO SET SAIL
We are not ready to go yet.
First, We gather information.
Next, we will discuss and prepare.
Finally, we will have a course mapped to set sail.
I.D. Financial, LLC
18208 28th Dr SE
Bothell, WA 98012
Serving Clients in:
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Registered Representative of Cambridge Investment Research, Inc., a broker dealer,
member of FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisor, Inc a
Registered Investment Adviser. Cambridge and ID Financial are not affiliated.