BOOK YOUR FREE STRATEGY SESSION

Our Process

A Clear Plan Today. A Trusted Partner for Tomorrow.

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Meet your CFP® Professional

One advisor. Personalized advice from the first session.

  • Get matched with a dedicated Certified Financial Planner (CFP®) who works with you 1:1.
  • Discuss your priorities, dreams, and financial concerns—we meet you where you are.
  • Every advisor is committed to providing advice that puts your best interests first.
  • No sales pitches—just expert, fiduciary advice tailored to your goals.
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More than a report—your roadmap to financial clarity.

We design a step-by-step strategy built around your life, ensuring your money works as hard as you do.

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Your financial model includes

Net Worth

See the big picture. Understand what you own, what you owe, and what’s needed to reach your financial goals.

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Cash Flow

Test-drive your financial future. Explore different scenarios—like buying a home or getting a raise—and see how they shape your short and long-term outlook.

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Spending Insights

We track where your money goes, so you don’t have to. Get clarity on your habits—whether it’s online shopping, dining out, or travel—and see how small changes can make a big impact. Fine-tune your budget without giving up what you love.

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Revised Spending Plan

Unlock your financial possibilities! Our analysis reveals spending and saving areas, empowering you to:

  • Optimize your lifestyle. Cut costs without sacrificing quality (perfect if running a deficit).
  • Splurge wisely. Identify areas for guilt-free fun (a new car or ski adventure).
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Investment Analysis

Make sure your investments are working for you—not the other way around.

  • What’s in your 401(k), and is it working for you?
  • How much of your money is tied up in stock options?
  • Are you balancing liquidity with long-term growth?
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Goal Based Planning

Your money should support the life you want—whether that means buying a home, retiring early, or funding new opportunities.

Could you retire sooner than you think? What will it take to afford your dream house in the next three years?

You tell us what matters, we’ll help you get there.

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Plan delivery & action items

Your 90-minute plan delivery session is where your financial strategy comes to life.

Your advisor will walk you through your customized plan, explaining each step clearly and ensuring it aligns with your goals. Nothing is set in stone—you’ll have the opportunity to ask questions, refine your strategy, and make adjustments in real time.

By the end of the session, you’ll have a clear roadmap and the confidence to take action.

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What you get

Your Overview

See exactly what it takes to sustain your lifestyle and close any gaps that could stand in the way of your financial goals.

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Your Action Plan

A simple, actionable checklist to keep you on track—because nothing feels better than making progress and crossing off the next step toward your goals.

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Your Goals

Every recommendation is tied directly to what matters most to you—so you can see the path forward and take action with clarity.

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Topical Analysis

Deep insights on what matters most to you. From tax strategies to home affordability, we analyze every angle and give you clear, actionable guidance—so you can make confident financial moves that move you forward.

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Putting Your Plan into Action

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All Plans have a 90 Minute Delivery Session

  • Your advisor walks you through your customized plan, explaining each step clearly.
  • Nothing is set in stone at this stage. You and our advisor can edit the model and plan accordingly to make sure it fits perfectly with your life goals.
  • Leave with complete confidence and a roadmap to financial success.

Implementation and Coaching

A financial plan is only useful if you put it into motion. That’s why we offer a 60-minute implementation coaching session—a dedicated time to ensure you're making progress and tackling the most important steps first.

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How we help you make more progress

One-on-One Coaching

Work through your most pressing questions or important financial decisions with your CFP®.

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Help with Execution

Get support in making financial moves like account setups, 401k rollovers, and budgeting.

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Annual Plan Updates

To ensure your financial plan remains aligned with your evolving life and goals, we conduct annual plan updates. These updates empower you to:

  • Adapt your financial strategy to changes in circumstances or objectives.
  • Keep your financial plan and investments in sync with your life’s trajectory.
  • Make informed choices with the most current information at hand.
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You’re never on your own—your CFP® will guide you through the process so you can make financial progress with confidence.

Membership that moves with you

Your life changes. Your plan should, too.

Your Domain Money Annual Membership provides year-round CFP® support to keep you on track, adapt as life changes, and identify new opportunities to get the most out of your money.

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Your plan includes

Year 1: Building Your Foundation

In your first year, we take the time to get to know your whole money picture. We'll create a custom plan just for you, show you exactly what steps to take, and guide you through putting it all into action. This important first step is where we do the deep work to set up your financial future for success.

Year 2+: Ongoing Expert Guidance

After building a solid financial foundation in Year 1, we'll keep working together to help your money grow. We'll update your plan regularly, track how you're doing with your goals, and guide you through life's changes. This ongoing support ensures your financial plan stays current and helps you take advantage of new opportunities to make your money work harder for you.

Annual Plan and Goal Tracking

Each year, we revisit your financial plan to keep it aligned with your evolving goals.

  • Adjust your strategy to reflect life changes and new priorities.
  • Keep your plan optimized for financial growth and security.
  • Ensure you’re making the best decisions with up-to-date insights.

Ongoing Expert Support

Your Certified Financial Planner (CFP®) is just a call or email away. This unlimited access ensures you are always supported, allowing you to:

  • Identify new opportunities to make your money work harder for you.
  • Get answers to your questions promptly.
  • Discuss financial concerns whenever they arise.
  • Receive guidance on specific situations without delay.
  • Implement key action items and execute your financial strategy.
  • Make informed choices on major financial moves.

On-going Strategy

Stay ahead with a proactive, evolving approach to your finances. Our ongoing strategy sessions help you navigate:

  • Investments – Adapt your portfolio to changes in your goals, risk tolerance, and market conditions.
  • Tax Planning – Optimize your tax strategy year-round, not just at filing time.
  • Equity Compensation – Maximize the value of your stock options and equity plans.
  • Real Estate Decisions – Make smarter moves, whether buying, selling, or investing.
  • Insurance Protection – Ensure your coverage aligns with your evolving needs.

You’re never on your own—your CFP® will guide you through the process so you can make financial progress with confidence.

Meet your advisor

Get started building a financial plan today.

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