Financial plans
for your home.

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Level up your future by strategizing for today, tomorrow, and beyond with your own personal advisor.
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The Domain Guarantees
Financial Planning Done Right. Guaranteed.
We believe in a transparent and results-oriented approach to financial planning. That's why we offer a series of industry-leading guarantees, designed to give you complete peace of mind and the confidence you deserve when it comes to your financial future.
Here's how it works:
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.
Guaranteed Support
We guarantee a dedicated Certified Financial Planner® by your side. Get ongoing support from your dedicated CFP® professional and a team of financial experts.
Fiduciary Protection
We are a fiduciary, legally bound to prioritize your financial well-being. No pushing products, just unbiased advice tailored to your unique circumstances.
Money Back Guarantee
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
Feeling unsure? We understand!
That's why we offer this guarantee. Get started today, knowing we’re committed to your financial journey.
Click here to learn more and see the full terms & conditions.
Our Process
Four simple steps to help you plan for your most important goals.
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Step 1
Talk with your expert advisor who will get to know you and learn about your goals.
Step 2
We analyze your entire financial picture and bring it to life in a holistic model.
Step 3
We build a unique plan for you. This is your step-by-step plan to reach your goals.
Step 4
Ongoing support when you need it, and peace of mind knowing you are on top of your money.
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Meet your Advisors
Experts with a fiduciary duty to focus on you.
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Plans for everyone
Find the plan that's right for you. Book your free strategy session today.
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One Page Plan
$2,500 Flat Fee

Do you want to know how much you should be spending, saving or if you can afford a home? The One Page 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.

Strategic Plan
$4,500 Flat Fee
Most Popular

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.

Comprehensive Plan
$7,500 Flat Fee

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.

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.
Congratulations! You've been added to our waitlist!
Domain’s 100% Satisfaction Guarantee
Get a plan and if you don't love it, we’ll give you your money back! Details
Trusted and loved
What people have to say.

Adrianna is kind, she got the big picture and she was efficient in her questions that were relevant provided feedback guidance and took her time to answer all my questions. Her feedback was helpful. Gladly recommend Adrianna to whomever is considering Domain Money.


My husband and I were incredibly pleased with the plan that Brian created. It felt like he really listened to our short versus long-term goals and accounted for nuances and how we wanted to structure our retirement. Our plan provided a small list of action items and we were able to make the adjustments within two weeks of reviewing everything with him. Getting the confirmation that we are right on track with a detailed analysis has been reassuring, and knowing we can check back in should any major changes occur, is even more so.


Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our first home. She's down to earth and able to simply convey complex concepts so that you're able to understand your entire financial picture with ease. We did her one-page plan and it was the exact level of detailed that we craved. I've recommended her to friends who also had a great experience.


Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!


Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. She's a kind person and was flexible + personable in her approach with us - all very much appreciated! We'll be coming back to check in for future needs and to keep us on track!


Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Katy through the Southern Marin Mother's Club.


We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.


Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.


Brian was encouraging, thorough, and understanding of my specific situation.


Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.


Great communication. Easy to work with. Super informative.


Katy provided really excellent advice, which she took the time carefully to explain. She was very responsive to our questions, and gave us the tools to feel more confident about our strategy moving forward. Katy's service was a FANTASTIC value, especially compared to an advisor who charges a percentage of AUM. We will definitely continue to use Katy's services moving forward, and will definitely recommend her to friends and family.


Katy helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Katie to anyone who doesn't know where to start.


Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic one page plan (which is more than one page), but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions and look forward to building a relationship with both Adrianna and Domain Money.


We are new to personal finance and only just now in a position to even think about saving and investing. Katy offered packages that were perfect for where we are in our personal finance journey. She helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We are already seeing the benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.


Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy for years- she helped develop a framework and plan for saving and investing that helps us meet our financial (and life!) goals. Actually- the process of working with Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!


I was in the market for financial advice. You'd think as a 30-something millennial I'd have my X together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. I guess I saw the price and was like um, but then, given I spend so much on Equinox, Barrys, dinners out, Erewhon smoothies, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it and I'd recommend anyone to get on this train.


Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.


I have had an excellent experience working with Katy Song! She has been our sage voice of financial reason since 2014. Katy is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our bi annual meetings with Katy we feel confident that we are on the right track for college and retirement savings.


I had procrastinated for a long time to take care of my finances and have solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Katy and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading in my head.


We worked with Katy at Domain Money and highly recommend working with her. She spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.


Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!


We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!


My husband and I have worked with Katy for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. Added bonus, she is so funny and personable, making every meeting a pleasure. I can't recommend Katy enough.


Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.


We've had a fantastic experience with Katy Song. She helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.


We have been working with Katy for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. As others have said she's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

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.

Where our clients work
We Don’t
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever
Expert built custom plans unique for you.
Plan for every moment.
We believe that every individual and every moment is unique. That's why our team of experts is dedicated to crafting custom plans tailored specifically to your needs, ensuring that you're prepared for every moment life brings your way.

Whether it's a new opportunity, a challenge to overcome, or a milestone to celebrate, our bespoke plans are designed to support you at every turn.

With our personalized approach, you can confidently navigate life's journey knowing that you have a plan as unique as you are.
Congratulations! You've been added to our waitlist!