
Imagine trying to become a pro athlete without having a coach. It sounds crazy, right? We all need help leveling-up in the areas that matter to us, and that's why one of the smartest financial moves you can make is working with a CFP® professional.
We're partnering with Domain Money to connect our community with flat-fee CERTIFIED FINANCIAL PLANNER® professionals who can help you level up your money game.
Here's what you get, and why we chose Domain's team:
A dedicated advisor and a tailored plan. You'll work with a CFP® professional who will dive deep into your finances, your dreams, and your life, and generate a crystal-clear plan to reach your goals-faster.
Expert wealth and investment advice. You'll receive professional investment guidance that's appropriate for your goals, risk tolerance, and tax considerations.
A flat fee with no strings attached. There are no hidden fees, no minimums, and no pressure. Domain's advisors are focused only on giving you unbiased advice that works for your current lifestyle.
Professional financial advice with no misaligned incentives. Domain's CFP® professionals are not insurance salespeople or wealth managers. You won't be bombarded with product pitches or steered toward certain funds for commission.
If you found yourself listening to my episode with Adrianna about financial planning and nodding your head thinking, "Yep, I need this!" Domain might be exactly what you're looking for. After our conversation, I was genuinely impressed by their empathetic, knowledgeable approach. It felt real.
What stood out to me was how they connect your financial choices back to what actually matters to you. They put hard numbers around goals that can sometimes feel fuzzy or overwhelming, and from what I learned, that kind of clarity can be incredibly valuable. It's the kind of approach that gives you peace of mind knowing your strategy isn't just good—it's on point.
So if you're ready to level up your finances with guidance you can trust, check out Domain. You deserve this kind of support on your journey to financial independence.
A dedicated advisor & a step-by-step plan

Essential
$3,900
Year 1 Initial Planning
Renews annually at $2,900
Best for
W-2 professionals, DIYers looking for a professional second opinion, and those who are building their foundation.
What you get
Dedicated CFP® professional
Your partner included for free
1 coaching session each year
Interactive financial plan with action items
0% AUM Investment Management
Investing strategy
3.5% APY on cash savings¹
Cash flow & spending
Home affordability, retirement, debt & child education savings planning
Strategic
$5,200
Year 1 Initial Planning
Renews annually at $4,200
Best for
Families and mid-career professionals who are “busy-complex” and want to maximize their money.
Everything in Essential, plus
3 total coaching sessions per year
Tax filing & tax optimization strategy
Back-Door Roth conversions
Direct Indexing & Tax Loss Harvesting²
Equity comp planning for RSU & ESPP
Real estate keep vs. sell analysis
Estate plan document creation
Life insurance and employee benefits
Comprehensive
$9,000
Year 1 Initial Planning
Renews annually at $8,000
Best for
Higher net-worth individuals, pre-retirees, and those with big life decisions that want to ensure no stone is left unturned.
Everything in Strategic, plus
Unlimited coaching sessions and concierge support team
Unlimited K-1s & investment properties
Equity comp planning for ISO, NSO, etc.
Roth conversion laddering & retirement investment drawdown analysis
Home renovation vs relocation
Existing estate plan, funding attorney & notary support³
Life, disability, property & long-term care insurance planning
Charitable giving strategies
Year 2 membership is billed one year after your kick-off call. Cancel anytime.
Farnoosh Torabi is not a client of Domain Money and is being compensated to promote the Firm’s services. Any views expressed by the Promoter are their own and are not intended as investment advice. Clients of the Firm may have different experiences, and there is no guarantee of similar results.