Plans that fuel your growth

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

Get a Free Strategy Session
Flat Fee Advantage
Your financial success shouldn't be hindered by hidden costs. Our flat-fee model means no 1% asset under management (AUM) fees and no commissions.
Money Back Guarantee
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.

Choose the plan that fits your needs

Essential

$3,200

Year 1 Initial Planning

Renews annually at $1,800

Best for

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

What you get

  • 3-5 page financial plan with detailed action items
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  • Full cash flow analysis and spending plan
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  • Investment strategy aligned with your goals
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  • Retirement planning and projections
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  • 3 coaching sessions with your dedicated CFP® professional
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  • Unlimited email support
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Strategic

$4,800

Year 1 Initial Planning

Renews annually at $2,500

Best for

Rising professionals, employees with equity compensation, and those building wealth.

Everything in Essential, plus

  • 8-10 page financial plan with detailed action items
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  • Tax planning and optimization
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  • Equity compensation strategies
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  • Real estate planning
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  • Education funding strategies
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  • 4 coaching sessions with your dedicated CFP® professional
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Comprehensive

$7,800

Year 1 Initial Planning

Renews annually at $4,500

Best for

High earners, business owners, complex financial situations, and those seeking complete financial mastery.

Everything in Strategic, plus

  • 15-20 page financial plan with detailed action items
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  • Estate planning
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  • Insurance optimization
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  • 5 coaching sessions with your dedicated CFP® professional
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Year 2 membership is billed one year after your initial plan deposit. Cancel anytime.

Why our pricing structure works for you

Year 1: Building Your Foundation

In your first year, we take the time to get to know your whole money picture. We'll create a custom plan just for you, show you exactly what steps to take, and guide you through putting it all into action. This important first step is where we do the deep work to set up your financial future for success.

Year 2+: Ongoing Expert Guidance

After building a solid financial foundation in Year 1, we'll keep working together to help your money grow. We'll update your plan regularly, track how you're doing with your goals, and guide you through life's changes. This ongoing support ensures your financial plan stays current and helps you take advantage of new opportunities to make your money work harder for you.

Essential
Strategic
Comprehensive
One Page
Strategic
Comprehensive
Personalized CFP Support

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

Kickoff Meeting
*For new clients*  Get matched with your dedicated CFP. Share your short and long-term dreams, priorities, and lifestyle. We'll turn them into prioritized, actionable goals.
Intake Meeting
*For new clients*  Share any specific questions or topics you'll want to cover during our initial analysis and planning.
Plan Delivery Meeting
Receive a walkthrough of your custom plan, get your questions answered, make adjustments in-real time, and understand specific actions to take to start making progress on your goals.
Annual Plan Update & Delivery Meeting
Each year, you'll share any changes in your life. We'll update your plan to reflect your new priorities, identify opportunities to optimize your money, and proactively plan for the year ahead.
Annual Coaching Sessions
Every year, get 1:1 support from your dedicated CFP® to implement action items, navigate life milestones, and make informed decisions on financial matters too important to handle alone.
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Dedicated CFP Email Support
In addition to 1:1 Zoom video sessions, enjoy unlimited email messaging with your CFP® for quick answers to smaller questions about your plan.
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Strategic
Comprehensive
Your 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
Your CFP® will help you prioritize your financial goals, create a structured funding plan, and establish a clear system to keep you on track.
Financial Model
In year 1, your CFP® brings your financial picture to life with a dynamic, fully personalized model. It’s a comprehensive analysis of your spending, cash flow, investments, net worth, and key areas covered in your plan. Each year, we update your model to reflect life changes, ensuring your strategy evolves with you.
Written Plan with Action Items
Your written plan is your blueprint- a living, breathing strategy that evolves with you. After each meeting with your CFP®, we create new action items tailored to your goals, whether it's building your initial plan or updating it to reflect life changes, ensuring you always have clear next steps to move forward.
Goal Tracking & Prioritization
Your goals aren’t static, and your plan shouldn’t be either. We help you track progress, adjust priorities, and stay focused on what matters most—so every financial move aligns with your evolving life. Each year, your CFP® revisits your goals, refining your strategy and ensuring you’re always making the smartest next step.
One Page
Strategic
Comprehensive
Cash Flow Analysis

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

Income and Expense Analysis
Get a clear, detailed picture of your financial reality. Your CFP® will assess and help you visualize trends about your income sources, household expenses, and financial obligations to identify opportunities for growth, savings, and smarter financial decisions.
Cash Flow Optimization
We focus on making your money work for the life you want. Your CFP® helps you align spending with your priorities—whether that means reallocating funds from shopping to travel, cutting expenses to save for a home, or freeing up cash to invest in your future. Each year, we review and refine your cash flow strategy to ensure it evolves with your goals.
Spending Plan Recommendations
Your spending should support your life—not limit it. Your CFP® helps you identify specific categories or recurring expenses to adjust, freeing up cash flow without sacrificing what matters most.
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Strategic
Comprehensive
Investment Planning

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

Risk Profile Assessment
Your investments should match both your goals and your comfort level. Your CFP® will assess your risk tolerance, time horizon, and financial priorities to ensure your portfolio is aligned for growth—without unnecessary stress.  As your life evolves, we revisit your risk profile annually to keep your investment strategy on track.
Portfolio Analysis and Recommendations
Your CFP® conducts a deep dive into your investment portfolio, analyzing asset allocation, risk exposure, and diversification. We provide personalized recommendations to realign your portfolio with your risk tolerance, reduce concentrated positions, and optimize performance.
Ongoing Portfolio Management
Investing isn’t a one-and-done decision. Each year, your CFP® conducts a thorough portfolio review, assessing market shifts, performance, and your evolving goals. We fine-tune your strategy, adjust allocations as needed, and ensure your investments remain optimized—so your money keeps working as hard as you do.
One Page
Strategic
Comprehensive
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
Your CFP® creates a personalized debt paydown strategy that prioritizes high-interest balances, optimizes repayment methods, and frees up cash flow.
Debt Refinancing Strategy
Your CFP® evaluates your current loans and identifies refinancing opportunities to lower interest rates, reduce monthly payments, and improve cash flow—ensuring your debt works for you, not against you.
One Page
Strategic
Comprehensive
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).

Home Purchase Affordability Analysis
Your CFP® analyzes your income, savings, debt, and future financial goals to determine how much home you can comfortably afford—ensuring your dream home fits your long-term financial plan without causing unnecessary strain.
Keep vs. Sell Analysis
Your CFP® evaluates your property’s current value, market conditions, and long-term financial impact to help you decide whether selling or holding aligns best with your goals.
One Page
Strategic
Comprehensive
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
Your CFP® calculates how much you’ll need to maintain your lifestyle—both now and in retirement—factoring in inflation, income sources, and future expenses to ensure long-term financial security.
Distribution Strategy
Your CFP® designs a tax-efficient withdrawal strategy that maximizes your retirement income while minimizing taxes—helping you preserve wealth, sustain your lifestyle, and make your money last.
Projections and Simulations
Your CFP® runs detailed projections and ‘what-if’ scenarios—factoring in taxes, income changes, and cash flow adjustments—so you can see how different choices impact your financial future and retirement security.
Retirement Plan Consolidation
Your CFP® helps consolidate your retirement accounts—ensuring they work together in a tax-efficient, strategically aligned plan that supports your long-term financial goals.
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Strategic
Comprehensive
Tax Planning Strategies

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
Your CFP® ensures you’re maximizing contributions to tax-efficient accounts—like 401(k)s, IRAs, and HSAs—while implementing strategies like asset location and tax-loss harvesting to minimize taxes and boost long-term growth.
Tax Loss Harvesting
Your CFP® reviews your investment portfolio to identify opportunities for tax-loss harvesting—strategically selling underperforming assets to offset gains, reduce your tax bill, and keep more of your money working for you.
Tax Projections & Analysis
Your CFP® provides detailed, forward-looking tax projections—helping you estimate year-to-date taxes owed, adjust withholdings, and implement tax-saving strategies, whether you’re a W-2 employee, Single Owner LLC, or S-Corp filer.
Review of Prior Tax Return
Your CFP® reviews your prior year’s tax return with a forward-looking approach—identifying insights that shape future tax strategies. We use this information to uncover opportunities to minimize your tax liability, optimize deductions, and tailor a plan that aligns with your financial goals for this year and beyond.
Backdoor & Mega Backdoor Roth Conversion
Your CFP® guides you through the Backdoor and Mega Backdoor Roth conversion process—helping you strategically convert traditional IRA or 401(k) contributions into Roth accounts while minimizing taxes, so you can maximize tax-free retirement savings.
One Page
Strategic
Comprehensive
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
Your CFP® analyzes your mortgage terms, interest rates, and refinancing options to help you secure the best rates, reduce costs, and improve cash flow—ensuring your mortgage aligns with your overall financial strategy.
Property Analysis
Your CFP® evaluates how your property fits into your overall financial plan—assessing its cash flow, equity, and opportunity cost to determine if it’s helping you reach your goals or if alternative investments might be a better fit.
Real Estate Diversification
Your CFP® helps you assess the role of real estate in your overall investment strategy—ensuring your portfolio is properly diversified, aligned with your risk tolerance, and balanced with other asset classes to support your long-term financial goals.
Rental Property Cash Flow Analysis
Your CFP® evaluates how your rental properties impact your overall cash flow—analyzing income, expenses, and financing to ensure they contribute to your broader financial strategy and long-term wealth-building goals.
Real Estate Tax Optimization
Your CFP® provides high-level guidance on tax-efficient real estate strategies—helping you understand depreciation, ownership structures, and 1031 exchanges in the context of your broader tax plan. While we don’t replace a CPA, we ensure your real estate investments align with your overall financial and tax strategy.
One Page
Strategic
Comprehensive
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
Your CFP® helps you navigate your Restricted Stock Units (RSUs) and Restricted Stock Awards (RSAs) with a strategy tailored to your financial goals—advising on vesting, tax implications, and the best timing for selling to maximize value while minimizing taxes
ESPP Strategy
Your CFP® helps you strategically manage your Employee Stock Purchase Plan (ESPP)—advising on when to buy, hold, and sell to maximize after-tax gains, avoid unnecessary taxes, and ensure your equity benefits fit seamlessly into your overall financial plan.
NSO and ISOs Exercise Projections
Your CFP® provides a strategic plan for exercising your Non-Qualified Stock Options (NSOs) and Incentive Stock Options (ISOs)—analyzing tax implications, cash flow impact, and timing to help you maximize value while minimizing tax liability.
Equity Tax Projections
Your CFP® analyzes how your equity compensation—RSUs, ISOs, NSOs, and ESPPs—impacts your tax liability, helping you plan ahead, optimize timing, and avoid unexpected tax surprises
Tender Offer Evaluation
Your CFP® helps you evaluate tender offers in a private company buyout—assessing liquidity needs, tax implications, and long-term financial impact to ensure the decision aligns with your overall financial strategy.
Secondary Sale Planning
Your CFP® helps you navigate secondary stock sales—developing a strategy to optimize liquidity, minimize tax impact, and ensure the sale aligns with your long-term financial goals.
Your CFP® helps you navigate secondary stock sales—developing a strategy to optimize liquidity, minimize tax impact, and ensure the sale aligns with your long-term financial goals.
10b5-1 Trading Plans
Your CFP® helps you design a 10b5-1 trading plan that provides a structured, compliant strategy for selling company stock—ensuring liquidity, reducing risk, and aligning with your long-term financial goals.
Your CFP® helps you design a 10b5-1 trading plan that provides a structured, compliant strategy for selling company stock—ensuring liquidity, reducing risk, and aligning with your long-term financial goals.
One Page
Strategic
Comprehensive
Education Savings

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

Education Funding Strategy
Your CFP® helps you build a smart education funding plan—analyzing tuition costs, financial aid eligibility, and tax-advantaged savings options like 529 plans and state-specific benefits—to ensure you’re saving efficiently and making the best financial decisions for your child’s future.
In-State vs. Out of State College Analysis
We compare tuition, long-term financial impact, scholarship opportunities, and cash flow considerations to help you decide whether in or out-of-state schools are the best fit for each of your children.
Private vs. Public College Analysis
We compare tuition, long-term financial impact, scholarship opportunities, and cash flow considerations to help you decide whether private or public school is the best fit.
Private K-12 Cost Planning
A financial roadmap to afford private school without disrupting your long-term goals.
One Page
Strategic
Comprehensive
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.

Evaluation of Existing Estate Plan
Ensure your estate plan reflects your current wishes and protects your loved ones.
Reviewing Beneficiary Designations
We’ll make sure your beneficiary designations are up to date and aligned with your estate plan, so your assets go to the right people without delay.
Estate Plan Creation (Full documents)
We’ll provide expert guidance to help you build an estate plan from scratch, ensuring all your bases are covered and your loved ones are protected.
Last Will & Testament Creation
We’ll help you draft a will that clearly reflects your wishes, giving you peace of mind that your assets will be distributed the way you want.
Revocable Trust Creation
We’ll guide you through creating trusts to protect your assets, ensuring they’re passed on according to your wishes and with potential tax benefits.
Power of Attorney & Medical Directive Creation*
We’ll help you set up Power of Attorney and medical directives, so you know someone you trust will make decisions if you’re unable to do so.
One Page
Strategic
Comprehensive
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
Maximize your workplace benefits to get the most value from your compensation package.
Life Insurance Review and Analysis
We help you determine the right insurance type(s) and coverages based on your life stage.
Property and Casualty Insurance Review
Ensure you have the right coverage for your home, car, and valuables—without overpaying.
Disability Insurance Planning
Protect your income and financial stability if an unexpected disability occurs.
Long-Term Care Planning
A smart strategy to cover future care needs while preserving your financial independence.
How much does a traditional financial advisor cost?
Assets Under Management can really eat into your returns.

The visual content is for illustrative purposes only to demonstrate products, services and information available from Domain Money. Please see Legal Documents for full disclosures.

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The calculator provided on this page is for illustrative purposes only and any results it provides are hypothetical in nature and may not reflect future performance. The calculation used is a simple future value estimate of investments based on a constant return rate and a predefined period. The future value calculation in the Domain Money scenario reduces the current portfolio value by $3,200, $4,800, or $7,800 based on the annual membership chosen, Essential, Strategic, or Comprehensive, respectively, and also reduces the amount of projected annual contributions by $1,800, $2,500, and $4,500 annually, respectively. Thus for example, when choosing Essential plan, the current portfolio value will be reduced by $2,800 and the yearly contributions will be reduced by $1,800. The Traditional RIA scenario assumes an annual 1% assets under management fee which reduces the the annual return by that amount. The default 8% return is based on the average S&P 500 return rate of 10% between 1926 and 2022 and an 2% inflation adjustment for a real return of 8%.

With Domain Money you’ll be $171,694 better off*.
Future value with Domain Money
$1,448,843
Future value with competitor
$1,277,149
Learn More        
Why clients choose Domain

We don't pressure you to move your assets.


You keep your investments where you feel comfortable.

Focus on personalised advice, not product sales.


We're here to guide you, not sell you something. We will never push a product on you and we don’t receive commissions of any kind.

Transparent, flat fees.


No hidden costs or AUM (assets under management) fees, just clear pricing tailored to your needs.

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FAQs
Why should I choose Domain Money?

We get it. Financial planning can feel overwhelming. At Domain Money, we want to change that. We offer clear, personalized plans that fit your life, not the other way around. Here's what sets us apart:

  • Expert Advice, Without Breaking the Bank: Our team has experience working with high-net-worth clients, but we believe everyone deserves financial guidance. That's why we offer flat-fee plans, so you know exactly what you're paying upfront.
  • No Pressure, Just You: We don't sell products or have minimums. Your dedicated advisor will work with you to create a plan that aligns with your goals and values, no strings attached.
  • ‍Focus on What Matters: We go beyond the numbers to understand your dreams and aspirations. Our plans help you achieve financial peace of mind, whether it's buying a house, retiring early, or simply feeling more secure about your future.

How does Domain work?

Getting started is easy! Here's a quick rundown:

  1. Free Strategy Session: Chat with us about your financial goals and concerns. There's no pressure to commit, just a chance to see if we're a good fit.
  2. We Analyze Your Big Picture: We take a deep dive into your finances, looking at everything from income and expenses to investments and debt.
  3. Your Personalized Plan: Based on your situation and goals, we create a custom roadmap with actionable steps to get you where you want to be.
  4. Ongoing Support: We're here for you every step of the way. Get unlimited access to your advisor for questions, guidance, and encouragement

Is Domain a fiduciary?

Absolutely! Our financial advisors are all full-time employees of Domain and are CERTIFIED FINANCIAL PLANNER™ professionals. They are held to the highest ethical standards. This means we have a legal obligation to act in your best interests, always.

What happens if I don’t like it?

We genuinely believe you'll love your plan. If, for any reason, it falls short of your expectations, rest assured we're committed to making it right. We'll address your concerns and make necessary adjustments. However, if you're still not satisfied, we will provide you with a refund.

Can I purchase services a la carte?

Our plans are designed to be comprehensive and address all aspects of your financial life. However, we understand that everyone's situation is unique. If you have a specific need, we can discuss options for tailored services.