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Financial plans for your life

Essential Plan

Kickstart your journey with a plan that clarifies where your money’s going and how to make it work harder for you. We focus on the fundamentals—like budgeting, investing, and retirement—so you make decisions more confidently.

Year 1 Initial Planning

$3,200

Year 2+ Annual Membership

$1,800

Strategic Plan

Elevate your money strategy by zeroing in on the areas that matter most—whether it’s retiring early, optimizing taxes, or buying a new home. We’ll craft a personalized roadmap that adapts with you and accelerates your progress toward each new milestone.

Year 1 Initial Planning

$4,800

Year 2+ Annual Membership

$2,500

Comprehensive Plan

Cover every corner of your financial world with a deep-dive approach that leaves no stone unturned. From advanced tax planning and equity compensation to real estate and estate planning, we’ll bring all the moving parts into one cohesive strategy—so you’re always a step ahead.

Year 1 Initial Planning

$7,800

Year 2+ Annual Membership

$4,500

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

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