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 certified financial planner.
We’re partnering with Domain Money to pair our community with fee-only 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.
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.
I found talking to Adrianna from Domain Money enlightening, valuable, and— frankly—like a “peace of mind” check that my strategy was on point.
Who
it's for
If you found yourself listening to my episode with Adrianna about financial planning and nodding your head thinking, ‘Yep, I want to level-up!’, and you’re interested in getting professional guidance, Domain is for you! In my conversation with Adrianna, I fell in love with their empathetic and knowledgeable approach. I just had a baby 8 months ago, and I want to make sure that I’m setting her up for a rich life in every sense of the word.
The process was focused on mapping financial choices back to values and putting hard numbers around sometimes squishy questions or interests, which I found enlightening, valuable, and—frankly— like a “peace of mind” check that my strategy was on point.
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.
Money Rehab with Nicole Lapin is a promoter of Domain Money Advisors, LLC ("Domain Money") and is compensated for promoting our services. Nicole Lapin is not a client of Domain Money. The views expressed by the promoter are their own and do not necessarily reflect the views of Domain Money. This communication should not be construed as a recommendation, offer, or solicitation for the purchase or sale of any security. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. All financial planning and investment strategies are individualized and depend on each client's unique circumstances and objectives.