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Family Financial Planning Services

Financial plans for text.

Your family is unique, so are your plans. Whether you are getting married or divorced, combining finances, starting a family, buying a house or caring for aging parents, Domain Money’s advisors will help guide you to make the right financial decisions for you and your family.
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your family
50%

Having a baby

Peace of mind knowing you planned properly for a new member of your family.

  • Take advantage of tax credits
  • Plan for unexpected expenses
  • Set up an emergency fund
  • Get proper insurance
  • Plan for education expenses

Marriage

Financial harmony is key to a happy life with a spouse or partner.  

  • Strategies to talk about money
  • Understanding attitudes towards money
  • Align your goals
  • Balance financial responsibilities
  • Set up joint accounts

Divorce

Our advisors are here to help get you through this meaningful change.

  • Put together your team of experts
  • Collect the right information and documentation
  • Track the division of assets according to the divorce decree
  • Identify personal property

Caring for aging parents

Aging parents is one of the biggest life events clients need to tackle.

  • Estimate how much eldercare your parents will need
  • Learn how to communicate these issues with your family
  • Create a financial plan for future care

Buying something big

Our advisors can help with major family decisions.

  • Rent vs. buy
  • Renovate vs. moving
  • Take a dream vacation
  • Pay for a child's wedding
Life happens, you’ll be ready when it does.
Change can be scary, especially when it’s something new. But change also create opportunities, and when properly planned it can lead to growth in your life.

Domain Money advisors are here to help prepare you for the many milestones you’ll encounter in your life and ensure your financial journey is a smooth one, regardless of what life brings.
Family planning is deeply personal
We’ll help you make informed decisions about the right way to plan for your family.  
Money touches virtually every aspect of life. While our advice is informed by decades of experience and sound financial planning, it’s our client’s values that inform how we advise them.
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__How much does it cost to have a baby?
__How can we best track our dual incomes and expenses?
__What is a reasonable monthly budget after my divorce?
__What is the average cost of home healthcare in California?
__Should we rent for a few more years, or buy now?
__How much can we afford to spend on travel this year?
__What’s a reasonable wedding budget given our income?
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.
Aaron

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!

Chelsea

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

Tyler

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

KB

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

Eric

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.

Tyrese

Great communication. Easy to work with. Super informative.

Nicole

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.

Jacob

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!

Brianna

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