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Financial plans
for your life.

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Plans for everyone
One Page Plan
$2,500 Flat Fee
Strategic Plan
$4,500 Flat Fee
Comprehensive Plan
$7,500 Flat Fee
Live with financial
peace of mind
Level up your future by strategizing for today, tomorrow, and beyond with your own personal advisor.
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Our Process
Four simple steps to help you plan for your most important goals.
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Step 1
Talk with your expert advisor who will get to know you and learn about your goals.
Step 2
We analyze your entire financial picture and bring it to life in a holistic model.
Step 3
We build a unique plan for you. This is your step-by-step plan to reach your goals.
Step 4
Ongoing support when you need it, and peace of mind knowing you are on top of your money.
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Meet your Advisors
Experts with a fiduciary duty to focus on you.
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Katy Song
CFP®
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Adrianna Adams
CFP®
https://domainmoney.com/assets/media/996ec7a6-24ba-4981-a4dc-d351b03eb285
Brian Matthews
CFP®
https://domainmoney.com/assets/media/28d70aa7-6052-4adb-bb9f-471a13f25a41
Mitchell Kotheimer
CFP®
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Plans for everyone
Find the plan that's right for you. Book your free strategy session today
Congratulations! You've been added to our waitlist!
One Page Plan
$2,500 Flat Fee

Do you want to know how much you should be spending, saving or if you can afford a home? The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources. This is a 90-minute financial planning session with an actionable One Page Plan to clean-up your current finances and get you on track for your financial goals.

Strategic Plan
$4,500 Flat Fee
Most Popular

The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations. The most common areas are cash flow, home affordability and retirement. This plan includes two meetings and one month of unlimited phone and email access.

Comprehensive Plan
$7,500 Flat Fee

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. Financial areas include goal setting, cash flow analysis, debt management, investments, tax planning, real estate, education savings, retirement planning, insurance and estate planning. The Comprehensive Planning process is a six-month engagement and consists of four meetings to actively help you implement the plan and keep you accountable.

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Trusted and loved
What people have to say.

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

- Andrei Manea

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

- Melanie Bisson

“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

“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

These testimonials are from current 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.

Domain’s 100% Satisfaction Guarantee
Get a plan and if you don't love it, we’ll give you your money back!
Where our clients work
We Don’t
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever
Expert built custom plans unique for you.
Plan for every moment.
We believe that every individual and every moment is unique. That's why our team of experts is dedicated to crafting custom plans tailored specifically to your needs, ensuring that you're prepared for every moment life brings your way.

Whether it's a new opportunity, a challenge to overcome, or a milestone to celebrate, our bespoke plans are designed to support you at every turn.

With our personalized approach, you can confidently navigate life's journey knowing that you have a plan as unique as you are.
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