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Plans that match your needs

Our plans are designed to be simple, transparent and tailored to your needs.

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Get a plan and if you don't love it, we’ll give you your money back!

Choose the plan that fits your needs

One Page
$2,500
Strategic
Most Popular
$4,500
Comprehensive
$7,500

Choose the plan that fits your needs

One Page
$2,500
For singles or couples starting their lives together and DIY finance experts looking for a second opinion.
Get a One Page Plan
Strategic
Most Popular
$4,500
Parents, homeowners, self-employed, or business owners with a specific, burning financial questions.
Get a Strategic Plan
Comprehensive
$7,500
Parents, homeowners, self-employed, or business owners with multiple investment accounts and multiple burning questions.
Get a Comprehensive Plan

What You Get

  • 2-3 pages of written financial plan.
  • Custom financial model Excel doc.
  • Assessment of where you stand today
  • Detailed action items to get you on track to achieving your financial goals.
  • 20-30 pages of written financial plan.
  • Custom financial model Excel doc.
  • A detailed plan with an in-depth focus on three financial areas.
  • Customized strategy and system design on how to manage finances to achieve your goals.
  • 60-70 pages of written financial plan.
  • Custom financial model Excel doc.
  • 6 month engagement with additional coaching sessions to help you implement the plan and keep you accountable.
  • Goal is a fully completed action item list to finally check off your To Do’s and move on to a stress free life.

Purpose

  • Create a framework for those wanting a clear picture of their finances and how to optimize.
  • Provide confidence in your financial decision making.
  • For when life is a little more complicated and your to-do list is longer.
  • Create and implement systems to stay on track with all of your financial goals.
  • For clients who want to ensure no stone is left unturned.
  • Covers everything in your life with a dollar sign.
Communication
Intake Session
60 min. Zoom Meeting
Plan Delivery Session
90 min. Zoom Meeting
Coaching Session
60 min. Zoom Meeting
Add on ($300)
Add on ($300)
2 complimentary sessions
Email Access
Have questions? Want help making a change? We’re here.
Unlimited
Unlimited
Unlimited
Phone Access
Have questions? Want help making a change? We’re here.
1 month
1 month
6 month
Annual Plan Updates
Add on ($500)
Add on ($500)
Add on ($500)
Topics Covered
Goal Setting
Cash Flow Analysis
Retirement Savings
Investments
Home Affordability
Debt Management
Education Savings
Tax Planning
Real Estate
Insurance
Estate Planning
How much does a traditional financial advisor cost?
Don't waste your money on a traditional advisor. Domain is great.
With Domain Money you’ll be $171,694 better off*.
Future value with Domain Money
$1,448,843
Future value with competitor
$1,277,149
Congratulations! You've been added to our waitlist!
Why clients choose Domain

We don't pressure you to move your assets.


You keep your investments where you feel comfortable.

Focus on personalised advice, not product sales.


We're here to guide you, not sell you something. We will never push a product on you and we don’t receive commissions of any kind.

Transparent, flat fees.


No hidden costs or AUM (assets under management) fees, just clear pricing tailored to your needs.

FAQs
How does the referral program work?

To participate, enter your email to generate a unique referral link. Share this link with friends and family. After your friends have completed a plan with Domain Money and paid in full, we’ll send you a payment.

How does the referral program work?

To participate, enter your email to generate a unique referral link. Share this link with friends and family. After your friends have completed a plan with Domain Money and paid in full, we’ll send you a payment.

How does the referral program work?

To participate, enter your email to generate a unique referral link. Share this link with friends and family. After your friends have completed a plan with Domain Money and paid in full, we’ll send you a payment.

How does the referral program work?

To participate, enter your email to generate a unique referral link. Share this link with friends and family. After your friends have completed a plan with Domain Money and paid in full, we’ll send you a payment.

How does the referral program work?

To participate, enter your email to generate a unique referral link. Share this link with friends and family. After your friends have completed a plan with Domain Money and paid in full, we’ll send you a payment.