Essential
Plan
Financial confidence starts here. Expert guidance that gives clients clarity and a clear path forward.
Why the Essential Plan?
Achieving financial goals isn't a one-time event—it's a journey. The Essential Plan is a starting point, giving clients a solid foundation today, with expert guidance that evolves as life unfolds.
For busy professionals
Climbing the career ladder who need financial expertise, without becoming experts themselves.
For goal-oriented Individuals
Seeking a clear path to financial independence with actionable steps.
For couples
Navigating the complexities of merging their financial lives with expert guidance.
For DIY finance experts
In need of a second, professional opinion to validate or enhance your approach.
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 financial goals and create a system for making trade-offs
Establish realistic timelines and assess feasibility
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
Retirement Savings
Maximize 401(k) and IRA strategies
Calculate required savings for retirement and/or financial independence
Consolidate and align retirement assets
Investments
Detail analysis of current investment allocations
Recommendations based on goals and risk tolerance
Diversification strategies for concentrated positions
What you get
Year 1: Building Your Foundation
Written Financial Plan with action items:
A focused 3-5 page analysis of your top financial goals with an actionable checklist.Custom Financial Model:
A detailed dashboard of your complete financial picture and specific goals.90-minute Plan Delivery meeting:
Dig into our findings and recommendations.Two 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 access:
Get answers to smaller questions about your plan.
Years 2+: Ongoing Expert Guidance
Annual Plan Update and Goal Tracking:
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:
Reflects your current net worth, cash flow, and additional analyses on specific goals.Annual Investment Portfolio review:
Recommendations responding to market changes and evolving goals.Two 60-minute Coaching Sessions:
Get help implementing your action items, track your progress or get answers to your most pressing questions.Unlimited email support:
Day-to-day questions throughout the year.
Pricing
$3,200
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.
