BOOK YOUR FREE STRATEGY SESSION
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See how Domain Money works
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Know you’re making all the right money moves
Unleashing your full financial potential isn’t easy. It requires discipline, expertise, and a great plan.
Domain Money’s team of expert Certified Financial Planners® (CFP®s) get to know your goals and analyze all aspects of your financial life to create a holistic roadmap with actionable steps to reach your goals.
Unique to You
Your dedicated Certified Financial Planner (CFP®) will dive deep into your dreams, finances, and life to build a roadmap to reach your goals. Get proven, objective guidance that’s tailored to your situation.
Peace of Mind
Whether you have a specific goal or need to manage a complex financial situation, your CFP® empowers you with the tools and knowledge to make financial decisions more confidently.
Reach Your Goals Faster
Get clear, detailed analysis that maps your action items directly back to each one of your goals. Maximize your money today to achieve your goals sooner.
Save Time, Gain Clarity
Need a second opinion? Not sure where to even start? We never judge and thrive at breaking complex things down in a simple, clear way. Eliminate the need become a subject matter expert yourself.
Flat Fee, No Strings Attached
Pay a flat, one-time fee. As fiduciaries, our exclusive focus is providing expert, unbiased advice; not surprising you with ongoing or hidden fees.
Boost Your Returns
Good financial advice can boost returns by 3% per year*. We analyze your existing investment portfolio and provide recommendations based on your goals and risk tolerance.
"Katy was so thorough. She was straight forward, had clear guidance, and was extremely knowledgeable. She went much deeper than any other financial advisor I have worked with in the past."
- Emily W.
"Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan."
- Eric C.
"Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. We'll be coming back to check in for future needs and to keep us on track!"
- Kristin R.
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials
Accelerate your path to financial freedom
Step 1
Your dedicated CFP® gets to know you.
Step 2
We analyze every aspect of your financial life and build your custom financial model.
Step 4
Your dedicated CFP® delivers your plan and is available for phone calls or via email if you have questions or need help implementing your plan.
Step 5
Your CFP® is always here for future coaching or plan updates. Only pay when you need us.
We offer 3 pricing plans based on your needs and the complexity of your finances. All plans are a flat fee for the entire engagement.
Our CFP®’s were hand-selected based on their expertise and prior client satisfaction. They meet all 4 of the CFP® Board’s certification requirements (Education / Exam / Experience / Ethics) and average 8+ years of experience at firms like Goldman Sachs, Citi, and Morgan Stanley.
All plans include a detailed written plan, financial model, current assessment, detailed action items mapped to your goals, 60-minute implementation session, 1 month of CFP® phone access, and unlimited CFP® emails. Strategic and Comprehensive plans cover additional financial topics, have longer written plans, and provide more 1:1 access to your CFP®.
Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we're legally obligated to always act in your best interests. But that's how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.
Our process is designed to make it easy to self-manage your portfolio. We’ll provide investment portfolio analysis and recommendations for you to implement. Or we can also build a fully custom portfolio for you from scratch. We can recommend alternatives if you want to move a brokerage account and even assist with account setup and/or making trades. Note that we do not get paid anything for new account setup or trades.
*Based on Vanguard Adviser's Alpha report that showed financial advice improved net returns by 3% per year.
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See how Domain Money works
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Make smarter money moves
Domain Money’s Certified Financial Planners® (CFPs) get to know what matters most to you, analyze all aspects of your financial life, and create an action plan to reach each one of your goals. All for a flat fee. We do all the heavy lifting, so you can get back to enjoying your life.
Expert Advice, Tailored to You
Get access to 24/7 expert guidance, personalized to your unique situation.
Smart Tax Strategies
Take advantage of tax strategies designed to help you keep more of what you’ve earned.
Reach Your Goals Faster
Get an action plan mapped to each one of your goals that’s designed to help you reach them sooner.
Save Time, Gain Clarity
Get all of your questions answered. Our judgment-free approach turns complex topics into simple, clear advice.
Flat Fee, No Hidden Fees
Pay a flat fee for expert advice. There are no hidden fees and no asset under management (AUM) fees.
Boost Your Returns
Good financial advice can improve your returns by 3% per year*. We analyze your investment portfolio and give recommendations based on your goals.
All-in-one financial planning, made easy.
"Katy was so thorough. She was straight forward, had clear guidance, and was extremely knowledgeable. She went much deeper than any other financial advisor I have worked with in the past."
- Emily W.
"Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan."
- Eric C.
"The level of detail and orientation toward my specific goals went way beyond what I would ever be able to accomplish on my own. Her expert advice is so appreciated and I've already recommended Domain to friends who are coming up on some life changes and looking for guidance."
- Allyson W.
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials
Step 1
Your dedicated CFP® gets to know you and your goals.
Step 2
We analyze every aspect of your financial life and build your custom financial model.
Step 3
We create a detailed financial plan and action items that align with your goals.
Step 4
Your dedicated CFP® is available 24/7 to answer questions, and help implement your plan.
