Financial plans for your life.

Flat-fee, judgement free expert financial planning for the next generation.

Congratulations! You've been added to our waitlist!
Alex - You'll have enough for a down payment on your dream house by the end of the year.
Stress free, judgement free plans to live your best life.
Building a
Buying a
new home

Plan for every moment

Expert built, custom plans unique to you.
Congratulations! You've been added to our waitlist!
Take a
year off
Starting a
Planning for

Plan for every moment

Expert built, custom plans unique to you.
Congratulations! You've been added to our waitlist!

Expert financial guidance

  • Our advisors are CERTIFIED FINANCIAL PLANNER™ professionals, the highest standard of care in the industry.
  • They provide unbiased, expert advice for every stage of life.

Financial plans built around you

  • You're unique, your financial plan should be too.
  • Your advisor will get to know you and build a plan that's based on what's most important to you.

Simple actionable steps

  • We build plans that set you up for success.
  • Our step by step plans are clear, specific and achievable.
You guys are good to spend $35k this year on travel.
Vacation Funds
*6.00% APY
On track with plan
Financial plans, built for how you live
World-class experts,
who make it happen
This tax-efficient approach can increase your net worth.

Where our clients work

What our clients have to say:
“It’s just the best all-in-one platform in terms of managing your personal finances.”
What our members have to say.
“A lot of things where it was obviously above and beyond normal service…those little things go a long way.”
What our members have to say.
“My favorite piece of it was working with Adrianna. She's very hands on and helpful…she puts it in a very easy to see way for me to check things off the list and just get them done.”
What our members have to say.
“Brian, our advisor, is really nice. He's not at all pushy. He’s clearly very knowledgeable and it's always very reassuring to talk to him.”
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

Meet your financial advisor

Expert advisors, focused on you.

Evan Sweeney


Adrianna Adams

8+ Years of

Katy Song

15+ Years of

Brian Matthews

10+ Years of

Mitchell Kotheimer

"It transformed my approach to money in just four weeks."
-Rachael Millanta, Nov. 8, 2023


$2,500 Flat Fee

One Page Financial Plan

Do you want to know how much you should be spending, saving or if you can afford a home?  The One Page Financial Plan provides a tactical guide for those starting out and wanting to optimize their financial resources. 

This is a 90-minute financial planning session with an actionable One Page Plan to clean-up your current finances and get you on track for your financial goals.
$4,500 Flat Fee

Strategic Plan

The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations. 

The most common areas are cash flow, home affordability and retirement. This plan includes two meetings and one month of unlimited phone and email access.
$7,500 Flat Fee

Comprehensive Plan

The Comprehensive Plan includes everything in your life with a dollar sign, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations. Financial areas include goal setting, cash flow analysis, debt management, investments, tax planning, real estate, education savings, retirement planning, insurance and estate planning. 

The Comprehensive Planning process is a six-month engagement and consists of four meetings to actively help you implement the plan and keep you accountable.
Periodic updates to your financial plan are available for $500 and hourly coaching sessions are available for $300, for all clients who have completed the planning process.
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