Money With Katie

Pairing #RichGirlNation with expert advisors, at Domain Money.

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Strategy Session
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One of the best money moves I made? Stopped trying to figure everything out alone.

And while I love talking about money, I'm not a financial professional, so I don't offer one-on-one coaching or advising.

Here's what you get, and why we chose Domain's team:

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    A dedicated advisor and a personalized 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.

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    Expert wealth and investment advice. You'll receive professional investment guidance that's appropriate for your goals, risk tolerance, and tax considerations.

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    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.

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    Professional financial advice with no misaligned incentives. Domain's CFP® professionals, trained by a CFP I personally work with, are not insurance salespeople or wealth managers. You won't be bombarded with product pitches or steered toward certain funds for commission.

Sample Plan
Katie Quote

I found talking to Adrianna from Domain Money 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

Sample Plan Steps

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

Most Popular

$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.

Book Your Free
Strategy Session