BOOK YOUR FREE STRATEGY SESSION
It’s time to start making the most out of your money. Get financial planning that’s personalized to you and the life you want to lead.
See how Domain Money works
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Unique to You
Get objective, expert guidance that’s tailored to your exact situation.
Smart Spending
Get systems to ensure that every dollar is working for you and not slipping through the cracks.
Reach Your Goals Faster
Get an action plan mapped to each one of your goals. Maximize your money today to achieve your goals sooner.
Save Time, Gain Clarity
Have all your questions answered. Our judgment-free approach turns complex topics into simple, clear advice.
Flat Fee, No Strings Attached
Pay a flat, one-time fee. Our exclusive focus is providing expert, unbiased advice; not surprising you with hidden fees.
Boost Your Returns
Good financial advice can boost returns by 3% per year*. We analyze your investment portfolio and provide recommendations based on your goals.
Invest in yourself. We make it easy.
"Stop spending time wasting your money, and spend it securing your future with Domain Money."
- Caleb Hammer, Creator
Start making plans for the rest of your life. Sign up for a free consultation and accelerate your journey toward financial freedom.
BOOK A FREE STRATEGY SESSIONWritten Plan
Written financial plan that summarizes your priorities, current financial snapshot, and action items.
Custom Financial Model
Detailed Excel model that includes net worth, tax optimization, cash flow, spending trends, investments, retirement planning, real estate analysis, education savings, estate planning, and insurance analysis.
Scenario Planning
Add up to 5 additional future scenarios you want to plan around (i.e. retiring early, career pivot, RSU value, buying new home).
90 Minute Plan Delivery Meeting
Your CFP® delivers your Plan, answers your questions, and outlines action items.
Phone and Email Support
Question come up after your plan delivery? Want our help making an account change? Setup 1:1 calls with your CFP® to tackle both strategic and tactical issues. Or email us any time in the future.
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, 90-minute plan delivery, 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.
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