Pairing you with expert advisors, from Domain Money.
Imagine trying to become a pro athlete without having a coach. It sounds crazy, right? We all need help leveling-up in the areas that matter to us, and that's why one of the smartest financial moves you can make is working with a CFP® professional.
We're partnering with Domain Money to connect our community with flat-fee CERTIFIED FINANCIAL PLANNER® professionals who can help you level up your money game.
Here's what you get, and why we chose Domain's team:
A dedicated advisor and a tailored plan. You'll work with a CFP® professional who will dive deep into your finances, your dreams, and your life, and generate a crystal-clear plan to reach your goals-faster.
Expert wealth and investment advice. You'll receive professional investment guidance that's appropriate for your goals, risk tolerance, and tax considerations.
A flat fee with no strings attached. There are no hidden fees, no minimums, and no pressure. Domain's advisors are focused only on giving you unbiased advice that works for your current lifestyle.
Professional financial advice with no misaligned incentives. Domain's CFP® professionals are not insurance salespeople or wealth managers. You won't be bombarded with product pitches or steered toward certain funds for commission.
Who it's for
If you found yourself listening to my episode with Adrianna about financial planning and nodding your head thinking, "Yep, I need this!" Domain might be exactly what you're looking for. After our conversation, I was genuinely impressed by their empathetic, knowledgeable approach. It felt real.
What stood out to me was how they connect your financial choices back to what actually matters to you. They put hard numbers around goals that can sometimes feel fuzzy or overwhelming, and from what I learned, that kind of clarity can be incredibly valuable. It's the kind of approach that gives you peace of mind knowing your strategy isn't just good—it's on point.
So if you're ready to level up your finances with guidance you can trust, check out Domain. You deserve this kind of support on your journey to financial independence.
What you'll get
A dedicated advisor & a step-by-step plan
Flat fees for plans based on 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
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
$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
Tax filing
Tax planning and optimization
Equity compensation strategies
Real estate planning
Education funding strategies
1 additional coaching sessions with your dedicated CFP® professional
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
Tax filing
Estate planning
Insurance optimization
1 additional coaching sessions with your dedicated CFP® professional
Year 2 membership is billed one year after your initial plan deposit. Cancel anytime.
Farnoosh Torabi is not a client of Domain Money and is being compensated to promote the Firm’s services. Any views expressed by the Promoter are their own and are not intended as investment advice. Clients of the Firm may have different experiences, and there is no guarantee of similar results.