Comprehensive
Plan
Financial success isn't just about making money—it's about making the most of it. Our all-encompassing approach leaves no stone unturned, maximizing every aspect of your financial life.
Why the Comprehensive Plan?
The Comprehensive Plan is designed to cover every financial angle. From investments and taxes to real estate, insurance, and estate planning, we analyze everything in your life with a dollar sign.
For Parents and Couples
In-depth planning of education, retirement, insurance, and estate needs to secure your family's future.
For Employees with Equity
Maximize stock options, RSUs, NSOs, ESPPs, and trading plans with tax-efficient strategies.
For Real Estate Owners
Optimize your real estate portfolio through tax and cash flow strategies to make the most of your properties.
For Self-Employed & Business Owners
Navigate complex financial considerations, multiple investment accounts, and tax strategies.
For High Earners
Financial management and holistic wealth strategies that maximize your investment returns.
For Those Facing Life Transitions
Navigate major life changes with confidence through comprehensive financial guidance, tailored to your evolving situation.
How we work with clients
Your goals inform everything we do.
Meet Your Advisor
Clients meet with their dedicated CFP® professional who understands their goals and priorities.
Build a Personalized Plan
We analyze all aspects of a client's financial life to develop a clear, personalized plan built —with step-by-step actions to help clients move forward confidently.
Review and Strategize
The client's dedicated CFP® professional delivers a custom plan, explains the strategy, answers questions, and outlines what comes next.
Take Action
The client's dedicated CFP® professional provides hands-on support helping implement the client's plan.
Plan for What's Next
Client's get ongoing CFP® professional support to ask questions, check progress, or tackle new decisions that arise throughout the year.
Topics covered
Goal setting
Prioritize your goals, values, and dreams to create a clear vision
Determine the ideal timeline and feasibility of each priority
Cash Flow Analysis
Review income sources and spending patterns
Develop a 12-month spending plan
Optimize cash returns
Establish emergency savings
Plan for major expenses
Tax Planning
Maximize tax-advantaged accounts for growth
Strategically use tax-loss harvesting
Detailed forward-facing tax projections and advanced tax strategies
Investments
Detail analysis of current investments and asset allocation
Get recommendations based on goals and risk tolerance
Diversification strategies for concentrated positions
Equity Compensation
Optimize your RSU/ESPP strategy through a personalized schedule
Navigate complex stock options with tax-efficient plans for your NSOs and ISOs
Plan for secondary sales or 10b5-1 trading plans for compliant stock sales
Retirement Savings
Maximize 401(k) and IRA strategies
Calculate required savings for retirement and/or financial independence
Consolidate and align retirement assets
Real Estate Planning
Home purchase affordability analysis
"Keep vs. Sell" analysis of your current home
Analyze rental property cash flow to ensure it aligns with your broader strategy
Assess real estate relative to your overall investment portfolio and risk tolerance
Education Savings
Calculate funding goals for different college scenarios (private vs. public and in-state vs. out-of-state)
Choose the best type of account to fund education goals
Plan for private K-12 costs
Estate Planning
Full estate plan documents creation (Will, Trust, Power of Attorney, Medical Directives)*
Assess your current estate plan to identify gaps and align with your financial objectives
Update beneficiary designations for proper asset transfer
Implement medical and financial safeguards
Insurance and Other Planning
Maximize workplace benefits to get the most value from your compensation package
Determine ideal life insurance type(s) based on your family and life stage
Protect your income and financial stability if an unexpected disability occurs
Prepare for your family’s future long-term care needs
*We are not estate attorneys, Domain is an online service providing legal forms and information. Domain is not a law firm and we do not provide legal advice. We partner with third-party firms to provide estate planning services. Services may not be available in all states
What you get
Year 1: Building Your Foundation
60-minute Intake Session:
To understand your goals, values, and priorities.Written Financial Plan with action items:
A 15-20 page detailed analysis covering all aspects of your financial life with a checklist to keep you on track.Custom Financial Model:
A comprehensive benchmark for tracking net worth, understanding cash flow, creating your ideal spending plan, tax planning, and consolidating all investments.90-minute Plan Delivery meeting:
Dig into our findings and recommendations.Four 60-minute Coaching Sessions:
Your CFP® professional will help you implement action items and provide support for any bigger financial questions or decisions that arise throughout your first year.Unlimited Email Messaging:
Get answers to smaller questions about your plan.
Years 2+: Ongoing Expert Guidance
Annual Plan Update:
Track progress and plan for the coming year. Get new action items to keep you moving forward and ensure every part of your plan is optimized.Updated Financial Model:
Reflecting more complex financial situations, including tax implications and equity compensation.Annual Investment Portfolio review:
Tailored recommendations with advanced diversification and risk management strategies.Four 60-minute Coaching Sessions:
Get help implementing your action items, track your progress or get answers to your most pressing questions.Unlimited email support:
For day-to-day questions throughout the year, with a focus on strategic decision-making.
Pricing
$7,800
Annually
Get a dedicated CFP® professional, a personalized financial plan and ongoing coaching.
Domain's 100% Satisfaction Guarantee
We are so confident your clients will love our solution, we offer a 100% satisfaction money back guarantee. See our Terms & Conditions.
