Your Priorities:
We’ll talk about your goals, dreams, and any financial questions—we meet you where you are.
Our Planning Process:
We’ll walk you through our strategy, customized to your life and built to make your money work smarter.
The Domain Money Advantage:
Whether your goal is financial independence or simply making smarter money moves, we’ll show you exactly how our plans can help you get there.
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. Profile photos are for representation purposes only and not actual clients.
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Essential Plan
Kickstart your journey with a plan that clarifies where your money’s going and how to make it work harder for you. We focus on the fundamentals—like budgeting, investing, and retirement—so you make decisions more confidently.
Year 1 Initial Planning
$3,200
Year 2+ Annual Membership
$1,800
Strategic Plan
Elevate your money strategy by zeroing in on the areas that matter most—whether it’s retiring early, optimizing taxes, or buying a new home. We’ll craft a personalized roadmap that adapts with you and accelerates your progress toward each new milestone.
Year 1 Initial Planning
$4,800
Year 2+ Annual Membership
$2,500
Comprehensive Plan
Cover every corner of your financial world with a deep-dive approach that leaves no stone unturned. From advanced tax planning and equity compensation to real estate and estate planning, we’ll bring all the moving parts into one cohesive strategy—so you’re always a step ahead.
Year 1 Initial Planning
$7,800
Year 2+ Annual Membership
$4,500
4.7 Star reviews on Trustpilot