One of the best money moves I made? Stopped trying to figure everything out alone.
And while I love talking about money, I'm not a financial professional, so I don't offer one-on-one coaching or advising.
Here's what you get, and why we chose Domain's team:
A dedicated advisor and a personalized plan. You'll work with a CFP® professional who will dive deep into your finances, your dreams, and your life, and generate a crystal-clear plan to reach your goals.
Expert wealth and investment advice. You'll receive professional investment guidance that's appropriate for your goals, risk tolerance, and tax considerations.
A flat fee with no strings attached. There are no hidden fees, no minimums, and no pressure. Domain's advisors are focused only on giving you unbiased advice that works for your current lifestyle.
Professional financial advice with no misaligned incentives. Domain's CFP® professionals, trained by a CFP I personally work with, are not insurance salespeople or wealth managers. You won't be bombarded with product pitches or steered toward certain funds for commission.

I found talking to Adrianna from Domain Money enlightening, valuable, and—frankly—like a “peace of mind” check that my strategy was on point.
A dedicated advisor & a step-by-step plan

Essential
$3,200
Year 1 Initial Planning
Renews annually at $1,800
Best for
Young professionals, couples merging finances, and those starting their financial journey.
What you get
Full cash flow analysis and spending plan
Investment strategy aligned with your goals
Retirement planning and projections
2 coaching sessions with your dedicated CFP® professional
Unlimited email support
Strategic
$4,800
Year 1 Initial Planning
Renews annually at $2,500
Best for
Rising professionals, employees with equity compensation, and those building wealth.
Everything in Essential, plus
Tax filing
Tax planning and optimization
Equity compensation strategies
Real estate planning
Education funding strategies
1 additional coaching sessions with your dedicated CFP® professional
Comprehensive
$7,800
Year 1 Initial Planning
Renews annually at $4,500
Best for
High earners, business owners, complex financial situations, and those seeking complete financial mastery.
Everything in Strategic, plus
Tax filing
Estate planning
Insurance optimization
1 additional coaching sessions with your dedicated CFP® professional
Year 2 membership is billed one year after
your initial plan deposit. Cancel anytime.