Rating is sourced fromTrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.
Master your cash flow
We go beyond tracking income and expenses. Your dedicated CFP® professional uncovers spending patterns, identifies savings opportunities, and creates a plan that helps you move from uncertainty to confidence.
Small adjustments can make a big difference. Whether it’s funding a vacation, accelerating debt payoff, or saving for your next home, your Domain Money CFP® professional helps you uncover hidden opportunities so you can make meaningful progress faster. Explore how your cash flow connects to your tax strategy and investment plan.
Cash flow planning strategies for life’s biggest moments
Big financial decisions don’t happen every day, but when they do, the way you manage your cash flow can make or break the outcome. At Domain Money, we help you design a plan that balances today’s needs with tomorrow’s goals—so you can move through life’s milestones with clarity and confidence.
Your personalized roadmap to financial freedom
Cash flow planning isn’t just about budgeting—it’s about control, flexibility, and peace of mind. Together, we’ll help you:
What you get with Domain Money
The Domain Money difference
With us, you don’t just get a plan—you get a partner.
For Illustrative Purposes Only
Explore our process
Traditional advisors often focus narrowly on investment management and charge a percentage of your portfolio (AUM). Domain Money takes a broader, coach-style approach. We build a personalized plan that covers your entire financial life—cash flow, taxes, equity compensation, real estate, retirement, and insurance. You’ll work with the same dedicated CFP® professional for ongoing guidance, with no product sales or commission incentives.
Instead of paying a percentage of your assets (which grows as your wealth grows), you pay one predictable annual membership fee. That fee covers your complete financial plan, regular updates, and unlimited access to your CFP®. Whether you have $200K or $2M invested, the cost stays the same—transparent, fair, and designed to grow with you, not off you.
Every Domain Money advisor is a Certified Financial Planner™ (CFP®) professional. This means they’ve completed rigorous education, experience, and ethics requirements, and are trained to look at your full financial picture. Our CFP®s act as fiduciaries, which means they’re legally and ethically obligated to put your best interests first. You’ll have expert guidance from someone who knows you personally—not a rotating advisor or call center.
Yes. All Domain Money CFP® professionals are fiduciaries. That means we’re required to put your best interests ahead of our own at all times. Unlike advisors who earn commissions on products, we don’t sell financial products or take referral fees. Our only focus is giving you objective, conflict-free advice to help you make smarter money decisions with confidence.
Absolutely. Most clients work with us as a household, so both spouses (or family members) are included in the planning process. We’ll align your shared goals—like buying a home, funding college, or retiring early—while also addressing individual priorities. You’ll leave with one clear, step-by-step plan that helps your entire family move forward together.
Traditional advisors often charge around 1% of assets under management (AUM) each year. For example, a $1M portfolio could mean $10,000 annually in fees, on top of potential charges for trades, mutual funds, or wrap fees. Some also require investment minimums. At Domain Money, our model is different—you pay one transparent annual membership fee, no matter your portfolio size. That covers your entire financial plan, including tax strategies, real estate guidance, and retirement planning.
.svg)