Adrianna is kind, she got the big picture and she was efficient in her questions that were relevant provided feedback guidance and took her time to answer all my questions. Her feedback was helpful. Gladly recommend Adrianna to whomever is considering Domain Money.
Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!
Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. She's a kind person and was flexible + personable in her approach with us - all very much appreciated! We'll be coming back to check in for future needs and to keep us on track!
Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our first home. She's down to earth and able to simply convey complex concepts so that you're able to understand your entire financial picture with ease. We did her one-page plan and it was the exact level of detailed that we craved. I've recommended her to friends who also had a great experience.
My husband and I were incredibly pleased with the plan that Brian created. It felt like he really listened to our short versus long-term goals and accounted for nuances and how we wanted to structure our retirement. Our plan provided a small list of action items and we were able to make the adjustments within two weeks of reviewing everything with him. Getting the confirmation that we are right on track with a detailed analysis has been reassuring, and knowing we can check back in should any major changes occur, is even more so.
Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Katy through the Southern Marin Mother's Club.
We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.
Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.
Brian was encouraging, thorough, and understanding of my specific situation.
Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.
Katy provided really excellent advice, which she took the time carefully to explain. She was very responsive to our questions, and gave us the tools to feel more confident about our strategy moving forward. Katy's service was a FANTASTIC value, especially compared to an advisor who charges a percentage of AUM. We will definitely continue to use Katy's services moving forward, and will definitely recommend her to friends and family.