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Plans that match your needs

Our plans are designed to be simple, transparent and tailored to your needs.

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Choose the plan that fits your needs

One Page
$2,500
Strategic
Most Popular
$4,500
Comprehensive
$7,500

Choose the plan that fits your needs

One Page
$2,500
For singles or couples starting their lives together and DIY finance experts looking for a second opinion.
Get a One Page Plan
Strategic
Most Popular
$4,500
Parents, homeowners, self-employed, or business owners with a specific, burning financial questions.
Get a Strategic Plan
Comprehensive
$7,500
Parents, homeowners, self-employed, or business owners with multiple investment accounts and multiple burning questions.
Get a Comprehensive Plan

What You Get

One Page
  • 2-3 pages of written financial plan.
  • Custom financial model Excel doc.
  • Assessment of where you stand today.
  • Detailed action items to get you on track to achieving your financial goals.
Strategic
  • 20-30 pages of written financial plan.
  • Custom financial model Excel doc.
  • A detailed plan with an in-depth focus on three financial areas.
  • Customized strategy and system design on how to manage finances to achieve your goals.
Comprehensive
  • 60-70 pages of written financial plan.
  • Custom financial model Excel doc.
  • 6 month engagement with additional coaching sessions to help you implement the plan and keep you accountable.
  • Goal is a fully completed action item list to finally check off your To Do’s and move on to a stress free life.

Purpose

One Page
  • Create a framework for those wanting a clear picture of their finances and how to optimize.
  • Provide confidence in your financial decision making.
Strategic
  • For when life is a little more complicated and your to-do list is longer.
  • Create and implement systems to stay on track with all of your financial goals.
Comprehensive
  • For clients who want to ensure no stone is left unturned.
  • Covers everything in your life with a dollar sign.
One Page
Strategic
Comprehensive
One Page
Strategic
Comprehensive
Communication
Intake Session
60 min. Zoom Meeting
Plan Delivery Session
90 min. Zoom Meeting
Coaching Session
60 min. Zoom Meeting
Add on ($300)
Add on ($300)
2 complimentary sessions
Email Access
Have questions? Want help making a change? We’re here.
Unlimited
Unlimited
Unlimited
Phone Access
Have questions? Want help making a change? We’re here.
1 month
1 month
6 month
Annual Plan Updates
Add on ($500)
Add on ($500)
Add on ($500)
Topics Covered
Goal Setting
Define your short and long-term financial dreams. We'll help you turn those dreams into prioritized, actionable goals.
Cash Flow Analysis
Understand where your money goes each month. Identify areas to save and make informed spending decisions.
Retirement Savings
Craft a strategy to reach your retirement goals. We'll consider your needs, risk tolerance, and available options.
Investments
Build a diversified portfolio aligned with your goals and risk tolerance. Learn how to invest for the future.
Home Affordability
Determine how much home you can comfortably afford. Factor in your income, debts and down payment options.
Debt Management
Develop a plan to pay off debt and achieve financial freedom. We'll explore different debt repayment strategies.
Education Savings
Secure your child's future. We'll help you explore options for college savings plans and strategies.
Tax Planning
Minimize your tax burden and maximize your wealth. Learn how to take advantage of tax deductions, tax efficient accounts, contribution strategies and credits.
Real Estate
Make informed decisions about buying, selling, remodeling or investing in real estate. We'll factor in market conditions and your financial goals.
Insurance
Protect yourself and your loved ones from the unexpected. We'll help you assess your insurance needs for everything - from life insurance to property and casualty insurance. We’ll help you to choose the right coverage.
Estate Planning
Ensure your wishes are carried out and protect your loved ones. We'll guide you through the estate planning process and what documents are the most important to consider based on your unique situation.
How much does a traditional financial advisor cost?
Estimate how much you could save with Domain Money
With Domain Money you’ll be $171,694 better off*.
Future value with Domain Money
$1,448,843
Future value with competitor
$1,277,149
Congratulations! You've been added to our waitlist!
The calculator provided on this page is for illustrative purposes only and any results it provides are hypothetical in nature and may not reflect future performance. The calculation used is a simple future value estimate of investments based on a constant return rate and a predefined period. The future value calculation in the Domain Money scenario reduces the current portfolio value by $2,500, $4,500, or $7,500 based on the plan chosen, One Page, Strategic, or Comprehensive, respectively. The Domain Money scenario also reduces the amount of projected annual contributions by $500 divided by three (3) as we expect some clients to want to have their plans updated every three years. Thus for example, when choosing One-Page plan, the current portfolio value will be reduced by $2,500 and the yearly contributions will be reduced by $500 divided by 3 or $166.67. The Traditional RIA scenario assumes an annual 1% assets under management fee which reduces the the annual return by that amount. The Facet scenario reduces the currently portfolio value and each subsequent annual contribution by $2,400 without changing the return rate. The Charles Schwab scenario assumes an annual 0.5% assets under management fee which reduces the the annual return by that amount as well as a flat $360 annual fee which reduces the annual contributions. The default 8% return is based on the average S&P 500 return rate of 10% between 1926 and 2022 and an 2% inflation adjustment for a real return of 8%.
Why clients choose Domain

We don't pressure you to move your assets.


You keep your investments where you feel comfortable.

Focus on personalised advice, not product sales.


We're here to guide you, not sell you something. We will never push a product on you and we don’t receive commissions of any kind.

Transparent, flat fees.


No hidden costs or AUM (assets under management) fees, just clear pricing tailored to your needs.

FAQs
Why choose Domain Money?

We get it. Financial planning can feel overwhelming. At Domain Money, we want to change that. We offer clear, personalized plans that fit your life, not the other way around. Here's what sets us apart:

  • Expert Advice, Without Breaking the Bank: Our team has experience working with high-net-worth clients, but we believe everyone deserves financial guidance. That's why we offer flat-fee plans, so you know exactly what you're paying upfront.
  • No Pressure, Just You: We don't sell products or have minimums. Your dedicated advisor will work with you to create a plan that aligns with your goals and values, no strings attached.
  • ‍Focus on What Matters: We go beyond the numbers to understand your dreams and aspirations. Our plans help you achieve financial peace of mind, whether it's buying a house, retiring early, or simply feeling more secure about your future.

How does Domain work?

Getting started is easy! Here's a quick rundown:

  1. Free Strategy Session: Chat with us about your financial goals and concerns. There's no pressure to commit, just a chance to see if we're a good fit.
  2. We Analyze Your Big Picture: We take a deep dive into your finances, looking at everything from income and expenses to investments and debt.
  3. Your Personalized Plan: Based on your situation and goals, we create a custom roadmap with actionable steps to get you where you want to be.
  4. Ongoing Support: We're here for you every step of the way. Get unlimited access to your advisor for questions, guidance, and encouragement

Is Domain a fiduciary?

Absolutely! Our financial advisors are all full-time employees of Domain and are CERTIFIED FINANCIAL PLANNER™ professionals. They are held to the highest ethical standards. This means we have a legal obligation to act in your best interests, always.

What happens if I don’t like it?

We genuinely believe you'll love your plan. If, for any reason, it falls short of your expectations, rest assured we're committed to making it right. We'll address your concerns and make necessary adjustments. However, if you're still not satisfied, we will provide you with a refund.

Can I purchase services a la carte?

Our plans are designed to be comprehensive and address all aspects of your financial life. However, we understand that everyone's situation is unique. If you have a specific need, we can discuss options for tailored services.