BOOK YOUR
FREE
STRATEGY SESSION
About Us
Our Team
Press & Awards
How It Works
Meet Our Advisors
Katy Song
CFP®
Adrianna Adams
CFP®
Brian Matthews
CFP®
Alicija Dearth
CFP®
View All
Services
Financial Wellness
Master your money and achieve financial peace.
Investing
Reach your potential with portfolio analysis & investment recommendations.
Retirement Planning
Retire on your terms, with confidence.
Family Planning
Prepare financially for every family milestone.
Estate Planning
Secure your legacy and have peace of mind.
Financial Planning
Craft a roadmap to your financial goals.
Real Estate
Navigate renting, buying, selling or investing - unlock your next move.
Education Planning
Invest in your child's future, today.
Insurance Planning
Get the right coverage to protect what matters most.
Tax Planning
Keep more of your hard-earned money.
Planning for a Baby
Build a financial plan for your little one's arrival.
Combining Finances
Navigate the transition of joining finances with clarity and shared goals.
Career Planning
Unlock your earning potential.
Cash Flow
Take control of your money.
Equity Compensation
Maximize the value of your stock options & RSUs.
Pricing
Testimonials
Quiz
Referrals
Calculators
Cost of Advice Calculator
Home Affordability Calculator
Stock Options Calculator
Retirement Calculator
RSUs Calculator
529 Plan Calculator
IRA Calculator
Home Equity Calculator
Resources
Learn
Free Book
FAQs
Financially Fearless - Written by Katy Song CFP®
Get a FREE COPY of "Financially Fearless", the best-selling book for moms and parents
Log in
Press & Awards
Browse the latest buzz about Domain Money
News
New platform aims to help millennials and Gen Z with better financial planning
NBC News
July 12, 2024
Who Can Be Trusted for Retirement Advice? New Rules Strengthen Protections.
The New York Times
April 23, 2024
Will Filing Taxes Jointly Save Money?
WSJ Buyside
June 19, 2024
My First Boss: The people who helped shape business leaders
Yahoo! Finance
June 7, 2024
Thwarting Kidnappers and Cyber Crooks: When Advisors Go Above and Beyond for Clients
Barron's Advisor
March 6, 2024
Wealth Management Needs To Change - Here's How
Forbes
March 4, 2024
Robinhood’s Credit Card Offers 3% Cash Back. Can It Last?
The New York Times
March 28, 2024
How to invest every month
Media Commentary
June 20, 2024
This is How Much it Costs to Go to a Music Festival in 2024
US News & World report
June 20, 2024
10 Most Innovative Finance Apps in 2024
CardRates.com
June 20, 2024
Fidelity Wins Latest Battle in ETF Fee War
The Daily Upside
June 13, 2024
I’m a Financial Planning Expert: Wealthy Clients Waste Money on 4 Things
GoBanking Rates
May 28, 2024
I’m a Financial Planning Expert: Wealthy Clients Waste Money on 4 Things
GoBanking Rates
May 28, 2024
I’m a Financial Planning Expert: Wealthy Clients Waste Money on 4 Things
Yahoo! Finance
May 28, 2024
Talk about a market cap: ‘Dow 40,000’ hats are hot sellers
Morningstar
May 18, 2024
Talk about a market cap: ‘Dow 40,000’ hats are hot sellers
Media Commentary
May 17, 2024
Advisors share tips for clients seeking to retire early
Investment News
May 10, 2024
How to Choose a Credit Card
WSJ Buyside
May 9, 2024
Joanne Bradford on the Power of Marketing
Masters in Business
May 2, 2024
What will happen to those ‘very favorable’ CD rates (ahem 5% and up) in May? 6 pros weigh in
Marketwatch
April 30, 2024
Swindlers Are Now Using AI. Here Are the Warning Signs.
Barron's
April 27, 2024
How a financial advisor can help improve your money management
Yahoo! Finance
April 23, 2024
How to pick a financial adviser
Yahoo! Finance (YouTube)
April 23, 2024
You Can Actually Lose Money on Real Estate (Even in This Market)
Cheddar
April 17, 2024
Advisors demanding more from asset managers than just latest fund
InvestmentNews
April 15, 2024
Dollar Scholar Asks: When Can Debt Be a Good Thing?
Money
April 12, 2024
Domain Money Review: Fee-Only Financial Plans
The College Investor
April 12, 2024
Which states cost the most in lifetime taxes?
USA Today
April 11, 2024
Tampa Bay listings are up. How to know if you're ready to buy a home
Axios
April 11, 2024
Watch your step, advisors! It’s your job to ‘mind’ the retirement gap
InvestmentNews
April 4, 2024
Upper Middle Class? Here’s How Much You Should Be Spending On Vacation
GoBanking Rates
April 1, 2024
Upper Middle Class? Here’s How Much You Should Be Spending On Vacation
Yahoo! Finance
April 1, 2024
Upper Middle Class? Here’s How Much You Should Be Spending On Vacation
Aol.
April 1, 2024
AI financial advisers are here - and could disrupt the industry
Axios
March 29, 2024
What separates men and women when it comes to household finances?
InvestmentNews
March 26, 2024
Buying the American dream
Axios
March 23, 2024
Get $20,000 for opening a brokerage account? That’s the offer at this company – plus 2 spots offering $5,000. Here’s what’s up
MarketWatch
March 7, 2024
What's the Break-Even Point on a Mortgage Refinance?
US News
February 29, 2024
How to Avoid Bank Fees
US News
February 28, 2024
Which drink is the budget killer at your coffee shop? (Hint: It’s not your morning latte.)
MarketWathc
February 21, 2024
My wife and I have $2.3 million and have been with our adviser for 10 years now. But we’re paying $15,500 every year for him to manage it. What gives?
MarketWatch
February 8, 2024
App Store Awards
Featured In
Essentials
Our Top 10 Finance Apps
app of the day
Domain Money helps you figure out your finances.
24 apps for 2024
Fun and helpful apps to make the most of the year ahead.
Press Kit
Logos approved for journalism and media use.
Download
Have a story in mind?
press@domainmoney.com
