One of the best money moves I made? Stopped trying to figure everything out alone.
And while I love talking about money, I'm not a financial professional, so I don't offer one-on-one coaching or advising.
Here's what you get, and why we chose Domain's team:
A dedicated advisor and a personalized 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's advisors are focused only on giving you unbiased advice that works for your current lifestyle.
Professional financial advice with no misaligned incentives. Domain's CFP® professionals, trained by a CFP I personally work with, 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.
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 initial kick-off call. Cancel anytime.
Strategy Session