Financial planning for the next generation.

Everyone has financial goals. The hard part can be setting those goals and creating a roadmap to attain them.  Domain Money helps you through every phase of life, from early to mid career to retirement.  We’ll put the pieces of your financial puzzle together and provide you with a clear actionable plan to take the stress out of money.

The best time to plant a tree was 20 years ago, the next best time is today. That’s how it is with financial planning.  With Domain Money, you have a partner to help you navigate every step of your financial journey.  Your dedicated Domain Money advisor will help you put into place a plan that works for your life.

With Domain, there are no assets under management (AUM) fees and we never push you to buy products. Our flat-fee model is focused solely on the highest quality, unbiased advice to help you live your best life.

How It Works

3 easy steps

Book your free

Meet with one of our CFP® professionals. We'll get to know you, learn what matters most and see if we are a good fit. Then we'll recommend the right plan for you, and get you started on stressing less and living better.

Start your
financial plan

We'll take it from here. We'll analyze your whole financial picture and create a step by step, actionable plan to help you achieve your goals.

Put your plan
into action

Meet with your advisor and put your plan into action. You can continue to work with your advisor whenever you have questions, need support or life changes. This is on-demand financial advice when you need it.

Congratulations! You've been added to our waitlist!

What you’ll get

Step by step financial plans and a dedicated advisor whenever you need them.

Adrianna Adams

Your plan is ready!

Plans for Everyone

Book your free consultation today.
$2,500 Flat Fee

One Page

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.
$4,500 Flat Fee

Strategic Plan

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.
$7,500 Flat Fee

Comprehensive Plan

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.
Periodic updates to your financial plan are available for $500 and hourly coaching sessions are available for $300, for all clients who have completed the planning process.
As life changes, so does your plan. Our goal is to be your trusted advisor throughout each stage of your life. As a fiduciary, Domain Money's recommendations are objective and driven by what is best for its clients.

It is the mission of Domain to help align client's spending and saving with their goals, educate them on all aspects of their financial life, and provide a roadmap to achieving the financial future our clients desire.

Meet your Advisor

Get started building a financial plan today.
Congratulations! You've been added to our waitlist!