Education Financial Planning

Financial plans for text.

Planning for education is just one piece of your financial picture. Consider your child’s journey beyond the classroom. Many people wait to save for college because it’s such a big goal. However, saving for college doesn't have to be scary. We’ll give you a straight forward plan that works for your life and helps secure your child’s future.
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your child’s future
An education savings plan is just one part of your financial picture
At Domain Money, we advise clients to take advantage of the compounding impact of time on investments and the utilization of the proper accounts for education savings. We help clients find the best method to tackle this goal based on their individual situation.
Our expert advisors help clients determine their available resources, education goals, and funding desires to create a tax-efficient wealth building and distribution strategy. From 529 Plans to Roth IRAs to custodial accounts, we will find the best education savings plan for your situation.
Actionable steps
Our education planning is highly personalized for each client with specific To-Dos to help you reach your goals.
Balancing your goals on your terms
We’ll help you answer the most important questions.
Our in-depth planning process helps our clients understand the trade-offs between different education savings strategies. With so much to save and plan for, having the support of your Domain advisor will ensure your education savings plan fits seamlessly into your overall financial plan.
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__How do I save for an education and meet my retirement goals?
__What happens to education savings if my child doesn’t use it?
__What investment options are available in my state?
__How do you even set up an education savings plan?
__How do these plans affect financial aid?
__How much savings is enough?
__How am I supposed to know what my kid will do in 5, 10, or 15 years?
How Domain Money works
Our flat-fee model means no assets under management (AUM) fees and no commissions.
Our focus is your financial well being. We don't push you to buy products, we only provide unbiased expert advice.
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
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People love our approach
Hear what real clients have to say.

Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!


We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.


Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.


Brian was encouraging, thorough, and understanding of my specific situation.


Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.


Great communication. Easy to work with. Super informative.


Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.


Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!


We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

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.

"Honestly, I was blown away."
-Rachael Millanta, Nov. 8, 2023