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Financial Wellness Planning

Financial plans for text.

When it comes to your money, nothing is more important than peace of mind. Financial planning gives you the tools and tactics to measure your progress towards a happier and more fulfilling life. Domain Money provides the support and advice you need to make informed decisions and take control of your finances.
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peace of mind
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You are unique, your plans should be too
Financial choices are an expression of who you are and who you want to be. Financial wellness is not just about ensuring you have enough money, it’s about living the life you want.
Stress less
We focus first and foremost on your emotional well being. No matter where you are in your financial journey, we’ll get you feeling confident and stress free about your day to day life.
Grow more
Knowing that your money is properly allocated and tax efficiently invested, helps our clients optimize their returns, and gives them peace of mind that their money is working as hard as they are.
Live more
Financial planning isn’t just about the future, it’s also about the quality of your life right now. At Domain Money we build plans that empower clients to live their best lives, right now.
Actionable steps
Our financial planning process is highly personalized for each client with specific To-Dos to help you reach your goals.
Find your financial bliss
Financial bliss happens when you are liberated from anxiety and stress by gaining  a clear understanding of your financial life. This sense of empowerment gives you the freedom to live the life you want, confident that you are making informed decisions. Domain Money’s holistic financial planning approach focuses on your goals and how you wish to live your life.
Financial wellness often starts with questions
We’ll help you answer the questions that might keep you up at night.
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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__What’s the right way to plan for a house, given current interest rates?
__Are my investments optimized to reduce my taxes?
__Am I holding the right investments given my goals and time horizon?
__How do I save for an education and still meet my retirement goals?
__How should I handle my company’s equity compensation?
__How much 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.
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