Comprehensive Estate Planning
Financial plans for
your legacy.
Imagine a roadmap that empowers you to leave a lasting legacy. Your money, keepsakes, and property go exactly where you want them, ensuring the people and causes you cherish are cared for. At Domain, we believe everyone deserves this peace of mind.
Less stress, more peace of mind
Life throws curveballs. Marriage, children, divorce, even moving – these moments can all impact your estate plan. Keeping your loved ones secure shouldn't be stressful. Domain takes the complexity out of estate planning, so you can focus on what truly matters.
Explore
Explore our resources and discover the essentials of estate planning. Understand what documents you need to protect your family's future.
Plan
We'll help you choose the right documents for your unique situation – from wills and trusts to healthcare directives and powers of attorney.
Safeguard
Life changes, and your plan should too. We'll guide you through updates as your life evolves and legal requirements shift.
Don't leave your legacy to chance
Estate planning planning gives you the power to decide:
Who inherits your hard-earned assets?
Who makes healthcare choices if you can't?
Who cares for your loved ones, including furry friends?
To minimize legal complexities and emotional burdens for your family.
Guarantee a smooth and efficient transfer of assets.
Even if you're young and living it up, or haven't quite built your castle yet, an estate plan is your magic key to peace of mind. It's not about fancy houses or vast riches; it's about making sure the people and causes you love are taken care of, no matter what.
Get a free strategy sessionHow Domain Money works
With Domain Money, you get a dedicated CFP® professional and a team of experts to help with savings, investments, taxes, benefits, retirement and estate planning. Our holistic planning approach and ongoing support evolve with you, so you always have an expert to help you along your financial journey.
Our flat-fee model means no assets under management (AUM) fees and no commissions.
Our focus is your financial well being. We don't push you to buy products, we only provide unbiased expert advice.
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
People love our approach
Hear what real clients have to say.
Aaron
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 ...
Aaron
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 goa...
Aaron
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 approacha...
Abby D.
Adrianna was great at communicating with us. She answered all of our questions and really understood what we were trying to achieve with our financial plan.
Aja S.
I’m already recommending Brian to other coworkers and friends. I felt very confused by what I should do and now it all makes sense. I feel more confident that I can tackle my short and long terms, and...
Alexander
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 tog...
Allison R.
Christine is amazing! This is everything that I was looking for in regards to help with my family's financials.
Allyson W.
The level of detail and orientation toward my specific goals went way beyond what I would ever be able to accomplish on my own. Her expert advice is so appreciated and I've already recommended Domain ...
Amit G.
Alicija was extremely thoughtful and articulate throughout the process. She explained everything well and made this is a collaborative experience.
Tracy Z.
Domain is amazing! They tailored my plan and action items so that all of my goals feel within reach. My advisor is beyond encouraging and makes me feel proud of my overall financial outlook!
Anthony
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 fo...
April E.
Michael was very helpful throughout the process with our situation being a bit unique. He was willing to sort through multiple budgets to get our details in line and provided a lot of clarity for both...
Aubrey
Mitch was very helpful and knowledgeable. He explained things clearly and without judgment. He ensured we understood a section before moving on, and took the time to get to know us better.
Brian P.
I am a huge fan of Domain Money and my personal CFP Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an action...
Brianna
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!
Brigid M.
A great service, but the process could use some refinementI found Domain Money through Money with Katie and it sounded right up my alley, as I was looking for a third party to review my current financ...
Carrie
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 t...
Chelsea
We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.
Christian
Personal and knowledgeable advice. All questions were answered well and backed up by sound reasoning.
Christine
I highly recommend Katy and Domain Money. She has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and othe...
Edmund
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,...
Elaine H.
Brian spent so much time to understand our situation and provide fantastic advice. I was resonate of using an advisor and I was so pleasantly surprised. Fantastic investment and I feel we not only met...
Eli
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 he...
Elizabeth R.
Super productive meeting! We have clear action items and comfort that what we have been doing is on the right track. Brian listened to our goals during our initial consult and addressed everything a...
Emma
Katy was fantastic to work with. She truly listened to all our goals in our first meeting to put a financial plan together that covered everything we asked for. Katy has an exceptional ability to dumb...
Eric
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 ...
Eric
Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move fo...
Erica
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 qu...
Erin
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 ...
Erin
Adrianna is great and I will continue to work with her in the future!
Heather T.
Christine was great end to end. The right balance of professionalism, realism, and levity. No question too small or too big. Kept the process moving without being overwhelming or pushy. Great job.
Jack M.
Michael was very helpful, clear, and walked us through every aspect of our plan. Would highly recommend to anyone else.
Brian P.
Domain Money rocks! My CFP quickly grasped our diverse financial history and presented an actionable and understandable strategy. I would highly recommend Domain, as peace of mind for my family's futu...
Jacob
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!
Jeff
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 ...
Joanna
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. G...
John
This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!
John P.
Amazing service
Katie
Katy listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.
KB
Brian was encouraging, thorough, and understanding of my specific situation.
Zack W.
Domain Money was amazing! They provided a detailed analysis of our financial situation, plan, and some value-add recommendations to help us move the needle further!
Kristin
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...
Lynn
Katy is the person I had been looking for. It was an amazing experience. She is professional, empathetic, thorough, kind, thoughtful. A great experience and I cannot say enough positive th...
Maeve
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...
Marcella
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 talk...
Mark J.
My wife and I had a fantastic experience working with Katy Song as our financial planner. She is extremely thorough and clearly knows her craft. Katy put in a lot of time and effort to help us review ...
Michael P.
Christine was very patient, informative, and overall wonderful to work with. We’ll definitely be using her expertise for the foreseeable future.
Millicent
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 ...
Nicole
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 spendi...
Pamela A.
Adrianna was amazing. So knowledgeable and personable. A great asset to the business
Patricia
Mitchell took great care of me throughout this whole process of planning my retirement. I felt like he saw 'the big picture' in terms of my life goals. Mitchell pays the closest attention to details. ...
Reed
I got exactly what I wanted out of the initial assessment phase and truly appreciate the model of setting an initial plan with the opportunity for updates along the way. Adrianna was responsible to an...
Sarah
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 s...
Scott P.
Brian was easy to work with and seemed very knowledgeable.
Suraya
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 h...
Tom H.
We couldn’t be happier with Adrianna. She has taken the time to get to know us and our goals and she has given us the assurance we were seeking that we are on the right path to retirement. Her action ...
Tyler
Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.
Tyrese
Great communication. Easy to work with. Super informative.
Whitney
She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.
Zach
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...
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.
"Honestly, I was blown away."
— Rachael Millanta, Nov 8, 2023
Frequently Asked Questions (FAQs):
- Strategic: We review your current estate plan, identify gaps, and make recommendations.
- Comprehensive: We go further—helping you build or update wills, trusts, and powers of attorney, align beneficiaries, and integrate estate planning into your full financial picture.
Domain Money does not provide legal advice and is not a law firm. This information is for educational purposes only. Legal advice on estate planning is provided through an unaffiliated partnership.