Personalized Financial Planning

Financial plans for text.

Get financial advice for more than just your investments. Domain Money’s Certified Financial Planners® professionals, empower clients to live their best life today, while ensuring they are planning for a brighter tomorrow.
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Financial planning for your life
Most advisors focus on your investments. We focus on everything your money touchs.
More than just investments
More than just your 401(k) and your investments, our plans help clients with every aspect of their lives.
Expert advisors
Our clients get a dedicated Certified Financial Planner® professional. All our advisors have a fiduciary duty to act in the best interests of our clients.
No AUM fees or commissions
We charge a flat-fee for our services. There are no asset under management (AUM) fees and we earn no commissions.
Actionable steps
Our financial planning process is highly personalized for each client with specific To-Dos to help you reach your goals.
No product sales or commissions means no conflicts of interest.
Unlike many advisors, we don’t charge more as your money grows.
Always a CFP® Professional. Always a fiduciary.
No hidden fees
Our flat-fee model is simple and transparent. There are no asset under management (AUM) fees or hidden costs.
Estimate how much you could save with Domain Money
With Domain Money you’ll be $171,694 better off*.
Future value with Domain Money
Future value with competitor
Congratulations! You've been added to our waitlist!
The calculator provided on this page is for illustrative purposes only and any results it provides are hypothetical in nature and may not reflect future performance. The calculation used is a simple future value estimate of investments based on a constant return rate and a predefined period. The future value calculation in the Domain Money scenario reduces the current portfolio value by $2,500, $4,500, or $7,500 based on the plan chosen, One Page, Strategic, or Comprehensive, respectively. The Domain Money scenario also reduces the amount of projected annual contributions by $500 divided by three (3) as we expect some clients to want to have their plans updated every three years. Thus for example, when choosing One-Page plan, the current portfolio value will be reduced by $2,500 and the yearly contributions will be reduced by $500 divided by 3 or $166.67. The Traditional RIA scenario assumes an annual 1% assets under management fee which reduces the the annual return by that amount. The Facet scenario reduces the currently portfolio value and each subsequent annual contribution by $2,400 without changing the return rate. The Charles Schwab scenario assumes an annual 0.5% assets under management fee which reduces the the annual return by that amount as well as a flat $360 annual fee which reduces the annual contributions. The default 8% return is based on the average S&P 500 return rate of 10% between 1926 and 2022 and an 2% inflation adjustment for a real return of 8%.
Financial planning is all about you
We help clients orient their goals with an actionable plan that works for their life.
Our holistic planning process empowers clients to make informed decisions that prioritize their goals and allows them to live life on their terms. Having a dedicated professional to answer questions, whenever they come up provides clients with unparalleled peace of mind.  
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__How much should I be saving and investing each year?
__How much can I spend on vacation this year?
__How should I plan to buy a house in the next three years?
__What is the right way to maximize my 401(k) and Roth IRA?
__How should I handle my company’s equity compensation?
__How much money do I need to take a year off?
__How can I plan for my family’s future without knowing what they’ll actually need?
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