Share the wealth

Refer a friend and receive $300 for every completed financial plan

Copy referral link

Send this link to friends and family via text, email, or social channels. They save on their plan and you earn money too.

Refer a friend and earn $300

Gift your friends discounts and score $300 cash when they buy a plan.

One Page Financial Plan

The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources.

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.

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.

Participation in our referral program, whether as a referrer or referee, is subject to our full terms and conditions outlined available here.

How It Works

Start earning in 3 easy steps.

Get a referral link

Enter your email and we’ll create a unique referral link that you can share immediately.

Invite friends to participate

Copy and send your unique link to your friends and family through social media, email, text message—or whatever’s convenient for you.

Earn up to $300 for each referral

Your friends save on any plan they choose, and you earn a referral bonus no matter which one they go with.

Copy referral link

Send this link to friends and family via text, email, or social channels. They save on their plan and you earn money too.

Our clients love us,
your friends will too

Hear from people who have changed their financial lives

“It’s just the best all-in-one platform in terms of managing your personal finances.”

Andrei Manea, Domain client

“A lot of things where it was obviously above and beyond normal service…those little things go a long way.”

Melanie Bisson, Domain client

“My favorite piece of it was working with Adrianna. She's very hands on and helpful…she puts it in a very easy to see way for me to check things off the list and just get them done.”

Jake Owens, Domain client

“Brian, our advisor, is really nice. He's not at all pushy. He’s clearly very knowledgeable and it's always very reassuring to talk to him.”

Miri Hertz, Domain client

These testimonials are from clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

Referral Program
FAQs

Details about Domain Monday’s referrals and payouts.

How does the referral program work?

To participate, enter your email to generate a unique referral link. Share this link with friends and family. After your friends have completed a plan with Domain Money and paid in full, we’ll send you a payment.

How do I generate a unique referral link?

Simply enter your email and we'll create a unique referral link for you. This link can be shared through various channels like social media, email, or text.

When will I receive my cash reward?

Cash rewards will be deposited into your bank account within 14 days of your referral paying in full for any of our plans.

Is there a limit to the number of referrals I can make?

There is no limit to the number of referrals you can make. Feel free to share your unique link with as many friends and family as you'd like!

How will I know if my referral made a purchase?

We will notify you via email once your referral has successfully purchased and paid for one of our plans.

Can I refer someone who is already a customer?

Unfortunately, the referral program is designed for new customers only. Referrals must be individuals who have not previously purchased a plan from us.

How do I use a referral discount?

Use the unique referral link when signing up. The discount is applied after choosing a plan with your advisor.

Can I use a referral link if I'm an existing customer?

The referral program is designed for new customers only. Only individuals who have not previously purchased a plan are eligible to receive a discounted plan.