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.
This is more than Identifying Your Needs.
This is about Your Goals and Concerns.
Gathering Information is more than just documents.
This is where we get to know each other-
Risk- There is nothing in life without Risk.
The “only Guarantees are Death and Taxes” Ben Franklin
Identifying those risk so they can be managed, mitigated or transferred is important.
This is where I take all the information gathered from our meetings and develop a Course of Action based on YOUR goals and concerns.
Often times there is some back and forth exchanges to clarify items from prior meetings.
Developing a Plan after all the information has been reviewed.
This is a team effort- some tasks will be for you to do.
Some things we will work on together and others may involve another trusted advisor.
All of us working to accomplish your goals.
Life has a habit of changing-
we need to stay on top it and
keep in touch to adjust course to account for those changes.
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.