Isaiah Douglass (CFP®)

Isaiah Douglass focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Insurance Related Issues
  • Investment Advice with Ongoing Management

Planning Specialties

Our focus is not to alienate ourselves from working with individuals outside of dental and veterinarian medicine. We understand that in today's world of information overload, having an expertise matters, being able to distill down that information to actionable content for these practitioners. We view a niche focus as the best way to provide value, similar to how those within the dental or veterinarian field specialize for their patients. We have seen synergies working within these two communities by affiliating with professional partners who also specialize in providing advice and guidance in various capacities.

We focus on a standard of care similar to how our clients approach working with their patients. 

We view the life stages of veterinarians and dentists in four distinct areas:

  • New Grads/Associates
  • Practice/Hospital Owners
  • Practitioners over the age of 50 
  • Retired 

Additional Information

“He who fails to plan is planning to fail.” – Winston Churchill

Below is our process…we want to make you as comfortable as possible throughout the process. That is why we make the entire process available upfront.

  1. Get to Know Each Other - This meeting allows for us to learn about you and what makes you uniquely you. While letting you get to know us, and how we operate.
  2. Get Organized – The design of this meeting is to compile and review all areas of your financial life.  Discussing your views on various areas of your life.
  3. Plan Collaboration - A complete and interactive walkthrough of the financial plan and possibilities based on your feedback. Determining how investing fits into your plan.
  4. Implementation - This meeting is to finalize all aspect of our relationship. Outline essential action items for moving forward. 

NAPFA Start Date

July 11, 2018

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This Office

11218 Black Gold Dr Noblesville, IN 46060-5596 Phone: (260) 273-1907