Free Strategy Session

There is no need to prepare anything for your session. We will use this time to learn more about you, answer any questions you may have and see if Domain Money is the right fit for you.

One Page Plan
$2,500 One time flat fee

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.

Strategic Plan
$4,500 One time flat fee

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.

Comprehensive Plan
$7,500 One time flat fee

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.

Get your free strategy session
US flag
+1

Book free session

Select a date to book your free strategy session.

Thank you for your interest!

Domain Money is only allowed to provide advice to people in the United States. Based on your answers we're unfortunately unable to help you at this time.

Thank again,
The Domain Money Team

Thank you for your interest!

We’ll reach out shortly via email with the next steps.

Are you sure Domain is right for you?

Domain Money is a financial planner, we create detailed plans for our customers to achieve their goals but our customers put the plan into action themself, based on your answer we're not sure Domain is right for you.

Thank you for your interest!

Financial advice is an investment and it's important to make sure you make that investment at the right time. You should take a look at Financially Fearless, a book written by our Chief Financial Planner Katy Song.

The book takes readers through a number of the strategies our planners use and we're currently giving it away for free.

Remember, time is finite.  Your money is not.
Oops! Something went wrong while submitting the form.

Financial plans for your life

One Page Plan
$2,500 Flat Fee

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.

Strategic Plan
$4,500 Flat Fee

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.

Comprehensive Plan
$7,500 Flat Fee

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.

One Page Plan
$2,500 One time flat fee

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.

Strategic Plan
$4,500 One time flat fee

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.

Comprehensive Plan
$7,500 One time flat fee

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.

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

Get Financially
Fearless for free

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