Expert advisors with Money with Katie.

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:

‍

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 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.

‍

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

‍

Adrianna Adams
CFP®

Your plan is ready!

"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

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.

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.

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.

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.

$2,800 Flat Fee

One Page Plan

Do you want to know how much you should be spending, saving or if you can afford a home? The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources.   

This is a 90-minute financial planning session with an actionable One Page Plan to clean-up your current finances and get you on track for your financial goals.

$4,800 Flat Fee

Popular

Strategic Plan

The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations.   

The most common areas are cash flow, home affordability and retirement. This plan includes two meetings and one month of unlimited phone and email access.

$7,800 Flat Fee

Comprehensive Plan

The Comprehensive Plan includes everything in your life with a dollar sign, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations. Financial areas include goal setting, cash flow analysis, debt management, investments, tax planning, real estate, education savings, retirement planning, insurance and estate planning.   

The Comprehensive Planning process is a six-month engagement and consists of four meetings to actively help you implement the plan and keep you accountable.

Periodic updates to your financial plan are available for $1000 and hourly coaching sessions are available for $500, for all clients who have completed the planning process.