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The unicorn of financial planning

Judgement free, expert advisors that simplify your life with step by step financial plans.

Congratulations! You've been added to our waitlist!

Adrianna Adams
CFP®

Your One Page Plan is ready. Let's schedule a call.

your goals

Italy 2024 Vacation - $15,000
Save $1,000 per month in a high yield savings account for this goal. Use $3,000 from Taylor’s bonus to jump start this account. Transfer money back to checking to pay credit card bills from this trip.

House Down Payment - $300,000
It will take 4-5 years to save for a new house, given your current spend levels. If you want to move before Charlie starts school, sell your vested RSUs.

Mortgage - $1,500,000
A lender will lend you more than you can afford. To keep your monthly payments close to your current rent, your mortgage should be around $1,200,000.

Step by step, judgement free plans to live your best life.

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Time is finite.
Your money is not.

Get Financially Fearless

A definitive guide on how to balance all the financial balls you juggle and enjoy the process.
Learn more

Meet your advisor

Expert advisors, focused on you.

Evan Sweeney
CFP®

Compassionate
Collaborative

Adrianna Adams
CFP®

8+ Years of
Experience
Resourceful

Katy Song
CFP®

15+ Years of
Experience
Strategic

Brian Matthews
CFP®

10+ Years of
Experience
Empathetic

Mitchell Kotheimer
CFP®

Diligent
Analytical
"Honestly, I was blown away."
-Rachael Millanta, Nov. 8, 2023
Congratulations! You've been added to our waitlist!

What you’ll get

Step by step financial plans and a dedicated advisor whenever you need them.

Adrianna Adams
CFP®

Your plan is ready!

How It Works

3 easy steps

Book your free
consultation

Meet with one of our CFP® professionals. We'll get to know you, learn what matters most and see if we are a good fit. Then we'll recommend the right plan for you, and get you started on stressing less and living better.

Start your
financial plan

We'll take it from here. We'll analyze your whole financial picture and create a step by step, actionable plan to help you achieve your goals.

Put your plan
into action

Meet with your advisor and put your plan into action. You can continue to work with your advisor whenever you have questions, need support or life changes. This is on-demand financial advice when you need it.

Congratulations! You've been added to our waitlist!

Plans for Everyone

Book your free consultation today.
$2,500 Flat Fee

One Page
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
Popular

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.

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.

Why we’re different

We don’t / give cookie cutter advice, our plans are highly specific to your goals and how you live
We don’t / push you to buy products
We don’t / charge assets under management (AUM) fees
We don’t / get compensated based on your products, so we are completely unbiased in our advice
We don’t / have minimums
We don’t / judge, ever
You guys are good to spend $35k this year on travel.
Vacation Funds
$16,530
On track with plan
Made by highly qualified experts, built for how you live.
Building a
business
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
family
Planning for
retirement

Plan for every moment

Expert built, custom plans unique to you.
Congratulations! You've been added to our waitlist!
The answers you want, without the jargon.
This tax-efficient approach can increase your net worth.