How to Make Smart Money Moves | Domain Money Financial Planning

Turn your dreams into reality

Unleashing your full financial potential isn’t easy. It’s why we’re partnering with Domain Money to offer personalized, flat-fee financial planning, designed for those who are ready to level up their money game. It’s like having a personal CFO, therapist, and financial coach all-in-one.

We are using Domain Money’s team of expert Certified Financial Planners® (CFPs) ourselves and now you can too.

Unique to You

Get expert guidance that’s tailored to your unique situation.

Smart Tax Strategies

Take advantage of tax strategies designed to help you keep more of what you’ve earned.

Reach Your Goals Faster

Get an action plan mapped to each one of your goals that’s designed to help you reach them sooner.

Save Time, Gain Clarity

Get all of your questions answered. Our judgment-free approach turns complex topics into simple, clear advice.

Flat Fee, No Strings Attached

Pay a flat fee for expert advice. There are no hidden fees and no asset under management (AUM) fees.

Boost Your Returns

Good financial advice can improve your returns by 3% per year*. We analyze your investment portfolio and provide recommendations based on your goals,

All-in-one financial planning, made easy.

Get a Free Strategy Session

"Domain Money is an absolute gem. They had great analysis and some really helpful takeaways for me. Plus, since I'm more of a big picture guy, I appreciated their emphasis on a few specific trees that needed tending."

- Joel Larsgaard, Co-Host

Joe Larsgaard is a current client of Domain Money Advisors, LLC (Domain Money). Joe received his plan for free as part of the compensation for Domain Money's sponsorship of the How to Money podcast which also included cash and therefore has an incentive to promote Domain Money.

Start making plans for the rest of your life. Sign up for a free consultation and accelerate your journey toward financial freedom.

BOOK A FREE STRATEGY SESSION

Deep Analysis. Turned Actionable.

Here’s how we create a clear path to reach all your goals. Your flat-fee engagement includes:

Step 1

Your dedicated CFP® gets to know you and your goals.

Step 2

We analyze every aspect of your financial life and build your custom financial model.

See a Sample Financial Model

Step 3

We create a detailed financial plan and action items that align with your goals.

See a Sample Plan

Step 4

Your dedicated CFP® is available 24/7 to answer questions, and help implement your plan.

Money Back Guarantee*

We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.

FAQs

How much does Domain Money cost?

We offer 3 pricing plans based on your needs and the complexity of your finances. All plans are a flat fee for the entire engagement.

What are your CFP® professionals qualifications?

Our CFP® professionals were hand-selected based on their expertise and prior client satisfaction. They meet all 4 of the CFP® Board’s certification requirements (Education / Exam / Experience / Ethics) and average 8+ years of experience at firms like Goldman Sachs, Citi, and Morgan Stanley.

Are your CFP® professionals fiduciary’s?

Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we're legally obligated to always act in your best interests. But that's how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.

How can you help me move from my existing advisor?

Our process is designed to make it easy to self-manage your portfolio. We’ll provide investment portfolio analysis and recommendations for you to implement. Or we can also build a fully custom portfolio for you from scratch. We can recommend alternatives if you want to move a brokerage account and even assist with account setup and/or making trades. Note that we do not get paid anything for new account setup or trades.