About
Hi,
I’m Paul Doak, founder of I.D. Financial and creator of Retirement4Women—a space within our practice focused on helping women feel confident, informed, and supported in every stage of their financial journey.
While Retirement4Women was created with women’s unique financial needs in mind, we welcome anyone looking for thoughtful guidance, clarity, and a trusted partner for their future.
Have Confidence In Your Decision
A Steady, Experienced Guide
With more than 30 years in financial services, Paul has helped clients navigate life’s biggest transitions—retirement, career changes, loss, and new beginnings. His focus is simple: helping you turn what you’ve built into a reliable, lasting income you can depend on.
He Listens First
Before offering advice, Paul takes the time to understand you—your priorities, your concerns, and what truly matters in this next chapter of life. Many women come to him unsure or overwhelmed. They leave feeling heard, understood, and supported with a clear plan.
Clarity Without Complexity
Financial planning doesn’t need to feel intimidating. Paul has a gift for simplifying complex decisions so you can move forward with confidence, not confusion. No jargon, no pressure—just thoughtful guidance at your pace.
Trusted Credentials
Paul holds a degree in Political Science and Economics from the University of Southern Maine and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Life Underwriter Training Council Fellow (LUTCF). More importantly, he brings decades of real-world experience helping women make smart, confident financial decisions.
Rooted in Family and Community
Based in Bothell, Washington, Paul enjoys life with his wife and son. Whether biking along the Sammamish River Trail, Skiing Stevens or Summit at Snoqualmie, Scouting or camping, he values the same sense of balance, security, and freedom that his clients are working toward.
If you’re ready for a more thoughtful, personalized approach to financial planning—one built around your life, your values, and your goals—Paul is here to help you move forward with confidence.
Musings
