Katy Song, CFP®

Easy—simply book a free 30-minute Strategy Session. We'll use that call to understand your needs, and answer any questions so we can both determine whether Domain is a good fit for you. If you decide to move forward, we’ll be happy to guide you through the next steps.

Our financial advisors are all full-time employees of Domain. Think of Domain advisors as a hand-selected team bringing extensive experience from firms such as Morgan Stanley, Goldman Sachs and BlackRock. Each is a CERTIFIED FINANCIAL PLANNER™ professional.

Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we’re legally obligated to always act in your best interests. But that’s how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.

Your Domain financial advisor is here to help with all aspects of your financial life. That includes analyzing your investment accounts, providing specific investment recommendations and reviewing your spending habits to create a realistic budget. We’ll also help with things like buying a home, saving for education, tax reduction planning, retirement strategy and insurance. In other words, you can count on comprehensive support. Every financial journey is unique, and we're here to help you confidently navigate yours.

Once you’ve shared your financial information with us, a One Page Plan or Strategic Plan takes three weeks to prepare. Our Comprehensive Planning is an ongoing 6-month engagement. We offer a limited number of spots each month.

For the One Page Plan, you’ll have a 30-minute Strategy Session. This first call lets you get to know Domain, ask questions and share what matters the most to you. Once your plan is ready, your advisor will present it and walk you through it during a 90-minute Deivery call. You'll then also have a 60-minute Implementation Session with your dedicated CFP to start getting your action items from your plan completed. If you’ve chosen our Strategic Plan, you also get an additional 60-minute intake session. Our Comprehensive Plan is a six-month engagement that includes 4 meetings. Your advisor is also available for questions. Additional coaching sessions are available for $500 per hour. An annual plan update (recommended) or 60-minute plan review is $1,000.

You'll receive a personalized plan, guiding you through financial decisions tailored to your unique goals and life situation. One-on-one sessions with your Domain CFP® advisor are tailored to your specific plan type. Your advisor will walk you through all the details of your plan, providing guidance on how to best implement our recommendations.

We genuinely believe you're going to love your plan. If our work somehow falls short of your expectations, we're here to make it right. We'll address your concerns, making any adjustments as needed. If you're still not satisfied, Domain will provide you with a full refund. See full details here: https://domainmoney.com/assets/library/satisfaction-guarantee

All of your information and data is handled with the highest level of confidentiality. We use it solely for providing personalized financial advice directly to you, and will never share or sell your information. We thrive on trust, and take data security seriously.

Not at all. Our transparent fees will be the same whether you embark on this financial journey alone or with a partner.

Absolutely. We're here to help you, your partner and any family members who are part of your financial journey, regardless of marriage status.

Absolutely. We design flexibility into every plan we create. We encourage you to revisit your plan and consult with your Domain advisor whenever something big is changing in your life.

Hey, life happens. Priorities change. Naturally, your Domain financial plan is designed to keep up. Your Domain advisor is here to keep your financial strategy aligned with your evolving life.

For now, our services are only available to clients currently residing inside the US.

Easy—just email support@domainmoney.com.

We’re a team of dedicated pros, on a collective mission to make expert financial advice available to people who don’t happen to be super wealthy. Each of our advisors adheres to a high standard of care, always acting in the best interests of Domain clients. Each advisor holds registration as a Certified Financial Planner™ professional. We’ll never sell or share your data, and we never try to sell you on specific investment products. Which means our advice is entirely objective, with your best interests leading the way. Financial planning and investment advice are provided to clients through Domain Money Advisors, LLC, an investment advisor registered with the U.S. Securities and Exchange Commission (SEC).