Expert advisors with Money with Katie.

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Ready for an expert to take your money game to the next level?

Good news! I’ve partnered with Domain Money to help all you rich people get personalized advice from a Certified Financial Planner (CFP) professional.

Here’s what you’ll get:

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  • Dedicated Advisor, Tailored Plan: You get your own CFP® that is licensed to dive deep into your finances, your dreams and your life. The result? A one-page, crystal-clear roadmap to reach your goals.
  • Expert Wealth and Investment Advice: Grow your wealth with professional investment guidance.
  • Flat Fee, No Strings Attached: No hidden fees, no minimums, and definitely no pressure to switch investments accounts. Domain Money is transparent, focusing only on giving you unbiased advice, not on milking your accounts with ongoing asset management fees.
  • Embrace Professional Advice: They're not salespeople, they're financial advisors. You won't be bombarded with product pitches, just honest, expert guidance designed for your unique situation.

This service is perfect for my Henry’s and Henriettas.  While I’d like to think Taylor Swift is still plugging away in my wealth planner, at some point you need to take the leap to get professional help. I used Domain Money myself. I loved how knowledgeable and empathetic Katy was and it was great to have a set of expert eyes review my whole situation.

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Take control of your financial future today. Sign up for a free consultation and begin your journey towards financial wellness and prosperity.

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FREE CONSULTATION
SAMPLE PLAN




"Honestly, I was blown away."
- Rachael Millanta, Bustle November 8, 2023

What you’ll get

A dedicated advisor and a step by step wealth plan.

  to-do

Impact

1

Move the cash in your Chase account to a 5% APY high yield savings account.

You are only earning 0.1% at Chase. You are missing out on earning an additional 4.9% on your cash.

2

Current investments are over weighted in US large cap. In your Fidelity account, sell 10% of IVV and purchase 5% of VEU and 5% of IJR.

Over the next 4-5 years, with modest returns of 6%-8%, you will have a 20% down payment on a $1.5 million home.

3

Reduce shopping and dining out, so that your overall monthly spend is less than $18,000.

This will allow you to save for a house faster and take the trip to Italy this year.

4

Given your tax rate, each of you contribute $15,000 pre-tax and $8,000 post-tax to your Roth 401(k). Sarah contribute an extra $7,000 from bonus to your Mega backdoor Roth.

This will enable you to retire at 62 and optimize your tax deferred accounts.

your goals

Italy 2024 Vacation - $15,000
Save $1,000 per month in a high yield savings account for this goal. Use $3,000 from Taylor’s bonus to jump start this account. Transfer money back to checking to pay credit card bills from this trip.

House Down Payment - $300,000
It will take 4-5 years to save for a new house, given your current spend levels. If you want to move before Charlie starts school, sell your vested RSUs. You will have the down payment within 3 years.

Mortgage - $1,500,000
A lender will lend you more than you can afford. To keep your monthly payments close to your current rent, your mortgage should be around $1,200,000.

Plans for Everyone

Book your free consultation today.

FREE CONSULTATION

Choose the plan that fits your needs

Essential

$3,200

Year 1 Initial Planning

Renews annually at $1,800

Best for

Young professionals, couples merging finances, and those starting their financial journey.

What you get

  • 3-5 page financial plan with detailed action items
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  • Full cash flow analysis and spending plan
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  • Investment strategy aligned with your goals
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  • Retirement planning and projections
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  • 2 coaching sessions with your dedicated CFP® professional
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  • Unlimited email support
Learn More    

Strategic

$4,800

Year 1 Initial Planning

Renews annually at $2,500

Best for

Rising professionals, employees with equity compensation, and those building wealth.

Everything in Essential, plus

  • 8-10 page financial plan with detailed action items
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  • Tax planning and optimization
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  • Equity compensation strategies
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  • Real estate planning
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  • Education funding strategies
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  • 1 additional coaching sessions with your dedicated CFP® professional
Learn More    

Comprehensive

$7,800

Year 1 Initial Planning

Renews annually at $4,500

Best for

High earners, business owners, complex financial situations, and those seeking complete financial mastery.

Everything in Strategic, plus

  • 15-20 page financial plan with detailed action items
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  • Estate planning
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  • Insurance optimization
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  • 1 additional coaching sessions with your dedicated CFP® professional
Learn More    

Year 2 membership is billed one year after your initial plan deposit. Cancel anytime.

The fine print.

While I love diving into investing - and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this website is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Some content may contain affiliate or referral links. I only feature credit cards, services, and apps that I personally use and love. The financial advisory services offered here are delivered by and in partnership with Domain Money. I have been paid a promotional fee for this partnership. All Domain Money advisors are Certified Financial Planner professionals. Money with Katie, LLC.

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