Pairing you with expert advisors, from Domain Money.
Imagine trying to become a pro athlete without having a coach. It sounds crazy, right? We all need help leveling-up in the areas that matter to us, and that’s why one of the smartest financial moves you can make is working with a CERTIFIED FINANCIAL PLANNER® professional.
We’re partnering with Domain Money to pair our community with fee-only CERTIFIED FINANCIAL PLANNER® professionals who can help you level up your money game.
Here's what you get, and why we chose Domain Money:
A dedicated advisor and a tailored plan. You'll work with a CFP® professional who will dive deep into your finances, your dreams, and your life, and generate a crystal-clear plan to reach your goals.
Expert wealth and investment advice. You'll receive professional investment guidance that's appropriate for your goals, risk tolerance, and tax considerations.
A flat fee with no strings attached. There are no hidden fees, no minimums, and no pressure. Domain Money advisors are focused only on giving you unbiased advice that works for your current lifestyle.
Professional financial advice with no misaligned incentives. Domain Money CFP® professionals are not insurance salespeople or wealth managers. You won't be bombarded with product pitches or steered toward certain funds for commission.
I found talking to Adrianna from Domain Money enlightening, valuable, and— frankly—like a “peace of mind” check that my strategy was on point.
Who it's for
If you found yourself listening to my episode with Adrianna about financial planning and nodding your head thinking, ‘Yep, I want to level-up!’, and you’re interested in getting professional guidance, Domain Money is for you! In my conversation with Adrianna, I fell in love with their empathetic and knowledgeable approach. I just had a baby 8 months ago, and I want to make sure that I’m setting her up for a rich life in every sense of the word.
The process was focused on mapping financial choices back to values and putting hard numbers around sometimes squishy questions or interests, which I found enlightening, valuable, and—frankly— like a “peace of mind” check that my strategy was on point.
What you'll get
A dedicated advisor & a step-by-step plan
Flat fees for plans based on your needs
Essential
$3,900
Year 1 Initial Planning
Renews annually at $2,900
Best for
W-2 professionals, DIYers looking for a professional second opinion, and those who are building their foundation.
What you get
Dedicated CFP® professional
Your partner included for free
1 coaching session each year
Interactive financial plan with action items
0% AUM Investment Management
Investing strategy
3.5% APY on cash savings¹
Cash flow & spending
Home affordability, retirement, debt & child education savings planning
Strategic
$5,200
Year 1 Initial Planning
Renews annually at $4,200
Best for
Families and mid-career professionals who are “busy-complex” and want to maximize their money.
Everything in Essential, plus
3 total coaching sessions per year
Tax filing & tax optimization strategy
Back-Door Roth conversions
Direct Indexing & Tax Loss Harvesting²
Equity comp planning for RSU & ESPP
Real estate keep vs. sell analysis
Estate plan document creation
Life insurance and employee benefits
Comprehensive
$9,000
Year 1 Initial Planning
Renews annually at $8,000
Best for
Higher net-worth individuals, pre-retirees, and those with big life decisions that want to ensure no stone is left unturned.
Everything in Strategic, plus
Unlimited coaching sessions and concierge support team
Unlimited K-1s & investment properties
Equity comp planning for ISO, NSO, etc.
Roth conversion laddering & retirement investment drawdown analysis
Home renovation vs relocation
Existing estate plan, funding attorney & notary support³
Life, disability, property & long-term care insurance planning
Charitable giving strategies
Year 2 membership is billed one year after your kick-off call. Cancel anytime.
Money Rehab with Nicole Lapin is a promoter of Domain Money Advisors, LLC ("Domain Money") and is compensated for promoting our services. Nicole Lapin is not a client of Domain Money. The views expressed by the promoter are their own and do not necessarily reflect the views of Domain Money. This communication should not be construed as a recommendation, offer, or solicitation for the purchase or sale of any security. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. All financial planning and investment strategies are individualized and depend on each client's unique circumstances and objectives.