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Mitchell took great care of me throughout this whole process of planning my retirement. I felt like he saw 'the big picture' in terms of my life goals. Mitchell pays the closest attention to details. Nothing was left undone. He even remembered my family members' names. My one page plan is so helpful to me to follow through with retirement tasks and goals. I need that kind of direction. Best of all, I have peace of mind and not fear of what lies ahead for me financially. I trust Mitchell and can recommend him without hesitation. I'm so glad I chose Domain Money. What a cool business model. Pay a flat fee instead of getting churned for AUM fees over time. Great company for help with retirement planning. Kudos to Mitchell!
Mitchell took great care of me throughout this whole process of planning my retirement. I felt like he saw 'the big picture' in terms of my life goals. Mitchell pays the closest attention to details. Nothing was left undone. He even remembered my family members' names. My one page plan is so helpful to me to follow through with retirement tasks and goals. I need that kind of direction. Best of all, I have peace of mind and not fear of what lies ahead for me financially. I trust Mitchell and can recommend him without hesitation. I'm so glad I chose Domain Money. What a cool business model. Pay a flat fee instead of getting churned for AUM fees over time. Great company for help with retirement planning. Kudos to Mitchell!
This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!
This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!
Mitch was very helpful and knowledgeable. He explained things clearly and without judgment. He ensured we understood a section before moving on, and took the time to get to know us better.
Mitch was very helpful and knowledgeable. He explained things clearly and without judgment. He ensured we understood a section before moving on, and took the time to get to know us better.
I got exactly what I wanted out of the initial assessment phase and truly appreciate the model of setting an initial plan with the opportunity for updates along the way. Adrianna was responsible to any question I had and she set me up for success with a measured plan a long with laying out options for how to handle my financial future. Looking forward to being a Domain customer beyond my initial plan creation.
I got exactly what I wanted out of the initial assessment phase and truly appreciate the model of setting an initial plan with the opportunity for updates along the way. Adrianna was responsible to any question I had and she set me up for success with a measured plan a long with laying out options for how to handle my financial future. Looking forward to being a Domain customer beyond my initial plan creation.
Katy listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.
Katy listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.
Adrianna is great and I will continue to work with her in the future!
Adrianna is great and I will continue to work with her in the future!
She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.
She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.
Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan. We highly recommend Brian for anyone seeking a knowledgeable and adaptable financial advisor.
Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan. We highly recommend Brian for anyone seeking a knowledgeable and adaptable financial advisor.
Personal and knowledgeable advice. All questions were answered well and backed up by sound reasoning.
Personal and knowledgeable advice. All questions were answered well and backed up by sound reasoning.
We couldn’t be happier with Adrianna. She has taken the time to get to know us and our goals and she has given us the assurance we were seeking that we are on the right path to retirement. Her action plan is clear and there are recommendations I would not have considered without her input. We look forward to continuing to work with her!
We couldn’t be happier with Adrianna. She has taken the time to get to know us and our goals and she has given us the assurance we were seeking that we are on the right path to retirement. Her action plan is clear and there are recommendations I would not have considered without her input. We look forward to continuing to work with her!
Katy was fantastic to work with. She truly listened to all our goals in our first meeting to put a financial plan together that covered everything we asked for. Katy has an exceptional ability to dumb things down for her clients in a way that never makes you feel like you’re asking dumb questions. I look forward to using Domain Money for all future financial planning and would highly recommend to all my family and friends.
Katy was fantastic to work with. She truly listened to all our goals in our first meeting to put a financial plan together that covered everything we asked for. Katy has an exceptional ability to dumb things down for her clients in a way that never makes you feel like you’re asking dumb questions. I look forward to using Domain Money for all future financial planning and would highly recommend to all my family and friends.
Katy is the person I had been looking for. It was an amazing experience. She is professional, empathetic, thorough, kind, thoughtful. A great experience and I cannot say enough positive things. A very positive experience. Perfect. I’ll refer everybody I know to her.
Katy is the person I had been looking for. It was an amazing experience. She is professional, empathetic, thorough, kind, thoughtful. A great experience and I cannot say enough positive things. A very positive experience. Perfect. I’ll refer everybody I know to 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.
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.
Great communication. Easy to work with. Super informative.
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.
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.
Brian was encouraging, thorough, and understanding of my specific situation.
Brian was encouraging, thorough, and understanding of my specific situation.
Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.
Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.
We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.
We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.
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.
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.
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.
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 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.
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.
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!
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!
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 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 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 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.
