Plans designed to move clients forward

Our plans are designed to be simple, transparent and tailored to your clients needs.

Money Back Guarantee

We are so confident your clients will love our solution, we offer a 100% satisfaction money back guarantee. See our Terms & Conditions.

Plans for all types of smaller account clients

Essential

$3,500

Annually

Best for

Young professionals, couples merging finances, and those starting their financial journey.

What you get

Interactive financial plan with detailed action items
Full cash flow analysis and spending plan
Investment strategy aligned with your goals
Retirement planning and projections
2 coaching sessions with your dedicated CFP® professional
Unlimited email support

Strategic

Essential

Strategic

Comprehensive

Personalized CFP® Professional Support

Get paired with your dedicated expert CFP® professional. Think of them as your financial coach, personal CFO, and money therapist to help guide your entire financial journey.

Kickoff Meeting

Intake Meeting

—

Plan Delivery Meeting

Annual Plan Update & Delivery Meeting

Annual Coaching Sessions

Dedicated CFP® Professional Email Support

Plan & Tools

We get to know what matters the most to you, build a custom plan to reach each one of your goals, and provide clear, step-by-step action items to make it easy.

Goal Setting and Funding

Financial Model

Interactive Plan with Action Items

Goal Tracking & Prioritization

Cash Flow Analysis

Understand where your money goes each month. Identify areas to save and make informed spending decisions.

Income and Expense Analysis

Cash Flow Optimization

Spending Plan Recommendations

Investment Planning

Build a diversified portfolio based on your risk tolerance and goals. Learn how to maximize investing for your future.

Risk Profile Assessment

Portfolio Analysis and Recommendations

Ongoing Portfolio Management

Home Affordability

Determine how much home you can comfortably afford. Factor in your income, debts, and down payment options (including whether to sell or rent your current home).

First Time Home Purchase Analysis

Keep vs. Sell Analysis

—

Retirement Planning

Craft a strategy to reach your retirement goals while factoring in your priorities, current lifestyle, risk tolerance, and available options.

Income Needs Analysis

Distribution Strategy

Projections and Simulations

Retirement Plan Consolidation

Tax Planning

Minimize your tax burden and maximize your wealth. Identify the ways to take advantage of tax deductions, credits, and tax-efficient account contribution strategies.

Investment Accounts Tax Optimization

Tax Loss Harvesting

—

Tax Projections & Analysis

—

Review of Prior Tax Return

—

Backdoor & Mega Backdoor Roth Conversion

—

Tax Filing

Get your taxes prepared and filed by a professional—with every detail integrated into your overall financial strategy

Federal Tax Return

—

State Tax Return(s)

—

Real Estate Investment Properties

—

K-1 Filings

—

Foreign Forms and Schedules

—

* Tax filing services are provided by an independent third party not affiliated with Domain Money. More information can be found in our ADV Part 2A.

Real Estate Planning

A comprehensive overview of how your real estate holdings fit into your overall financial strategy, ensuring they align with your goals.

Mortgage Analysis

—

Property Analysis

—

Real Estate Diversification

—

Rental Property Cash Flow Analysis

—

Real Estate Tax Optimization

—

Equity Compensation

Unlock the full potential of your stock options and equity, using strategies tailored to your financial situation and long-term goals.

RSU / RSA Strategy

ESPP Strategy

—

NSO and ISOs Exercise Projections

—

Equity Tax Projections

—

Tender Offer Evaluation

—

Secondary Sale Planning

—

10b5-1 Trading Plans

—

Education Savings

Explore options for K-12 and college savings plans and strategies.

Education Funding Strategy

—

In-State vs. Out of State College Analysis

—

Private vs. Public College Analysis

—

Private K-12 Cost Planning

—

Estate Planning

Create an estate plan that reflects your values and protects the people you care about, making sure everything is handled just the way you want.

Revocable Trust Creation

—

Last Will & Testament Creation

—

Power of Attorney Creation

—

Advanced Health Care Directive Creation

—

Evaluation of Existing Estate Plan

—

Managing Beneficiary Designations

—

Support Funding Your Trust*

—

Attorney Support*

—

Mobile Notary*

—

Deed Transfer*

—

Human Concierge + AI-Chat Onboarding*

—

* Not currently available in all states

Insurance and Other Planning

Assess your insurance needs for everything, from life insurance to property and casualty insurance. We'll help you determine the right type(s) for your stage of life and coverages.

Employee Benefits Analysis

—

Life Insurance Review and Analysis

—

Property and Casualty Insurance Review

—

Disability Insurance Planning

—

Long-Term Care Planning

—

Debt Management

Develop a plan to payoff debt and achieve financial freedom. We'll explore different paydown strategies based on your cashflow, priorities, and goals.

Debt Paydown Strategy

—

Debt Refinancing Strategy

—

Featured in