“Our CFP® Emily was extremely thorough and clearly knows their craft. They put in a lot of time and effort to help us review our finances and develop a solid plan. We highly recommend them to anyone looking for top-notch planning.”
Mark J.
Business Owner
New Jersey
Home Purchase
"The level of detail and orientation toward our specific goal of buying our dream home in LA went way beyond what I would ever be able to do on our own!"
Paula W.
Tech Executive
California
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Family Planning
"Our CFP® Adrianna calmed years of anxiety and uncertainty around finances in just 2 working sessions. Our plan is clear, concise, and actionable. We now feel confident about our family's financial future, thanks to their support."
Jordan M.
PR Consultant
Colorado
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Retiring Early
"Domain Money's plan to help us retire by 55 was so thorough! Our CFP® Nick was straightforward, had clear guidance, and was extremely knowledgeable. He went much deeper than any other financial advisor I have worked with in the past!"
Leslie W.
Technology Sales Executive
New York
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Tax Minimization
"My CFP® Christine identified a deduction that my CPA didn't spot that saved me $1,300!! Thank you Domain Money!"
Jennifer A.
High-Earning Business Owner
Texas
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Investments
"Our CFP® Michael built us a solid investment strategy and plan, was very knowledgeable, and even spent the time to ensure we were getting the right help after our plan delivery. Couldn’t have asked for more!"
Stephen W.
Product Manager
Arizona
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Alyssa and Jacob S.
Software engineer and marketing manager
.
California
Plan Type
Strategic
“I felt very confused by what I should do and now it all makes sense. I feel more confident and am no longer daunted by my finances or frozen with indecision. I’m already recommending Domain to other coworkers and friends!”
We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.
I’m already recommending Brian to other coworkers and friends. I felt very confused by what I should do and now it all makes sense. I feel more confident that I can tackle my short and long terms, and also realize that I’m closer than I initially thought. I’m no longer daunted by my finances and frozen with indecision, I feel capable of managing this on my own now. Thanks Brian!
The level of detail and orientation toward my specific goals went way beyond what I would ever be able to accomplish on my own. Her expert advice is so appreciated and I've already recommended Domain to friends who are coming up on some life changes and looking for guidance.
Christine is amazing! This is everything that I was looking for in regards to help with my family's financials.
Michael was very helpful, clear, and walked us through every aspect of our plan. Would highly recommend to anyone else.
Super productive meeting! We have clear action items and comfort that what we have been doing is on the right track. Brian listened to our goals during our initial consult and addressed everything and more in the delivery meeting. We are super happy with the experience.
Michael was very helpful throughout the process with our situation being a bit unique. He was willing to sort through multiple budgets to get our details in line and provided a lot of clarity for both short term and long term strategies.
Alicija was extremely thoughtful and articulate throughout the process. She explained everything well and made this is a collaborative experience.
Brian was encouraging, thorough, and understanding of my specific situation.
This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!
Mitch was very helpful and knowledgeable. He explained things clearly and without judgment. He ensured we understood a section before moving on, and took the time to get to know us better.
Katy listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.
Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our first home. She's down to earth and able to simply convey complex concepts so that you're able to understand your entire financial picture with ease. We did her one-page plan and it was the exact level of detailed that we craved. I've recommended her to friends who also had a great experience.
I got exactly what I wanted out of the initial assessment phase and truly appreciate the model of setting an initial plan with the opportunity for updates along the way. Adrianna was responsible to any question I had and she set me up for success with a measured plan a long with laying out options for how to handle my financial future. Looking forward to being a Domain customer beyond my initial plan creation.
Adrianna is great and I will continue to work with her in the future!
Great communication. Easy to work with. Super informative.
Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.
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!
Adrianna is kind, she got the big picture and she was efficient in her questions that were relevant provided feedback guidance and took her time to answer all my questions. Her feedback was helpful. Gladly recommend Adrianna to whomever is considering Domain Money.
Brian was easy to work with and seemed very knowledgeable.
Christine was great end to end. The right balance of professionalism, realism, and levity. No question too small or too big. Kept the process moving without being overwhelming or pushy. Great job.
Christine was very patient, informative, and overall wonderful to work with. We’ll definitely be using her expertise for the foreseeable future.
Brian spent so much time to understand our situation and provide fantastic advice. I was resonate of using an advisor and I was so pleasantly surprised. Fantastic investment and I feel we not only met with someone who knows his space - also he was friendly and someone both my husband and I felt at ease with. Thank you!!!!! A huge weight has been lifted knowing more about our financial outlook.
We couldn’t be happier with Adrianna. She has taken the time to get to know us and our goals and she has given us the assurance we were seeking that we are on the right path to retirement. Her action plan is clear and there are recommendations I would not have considered without her input. We look forward to continuing to work with her!
Adrianna was great at communicating with us. She answered all of our questions and really understood what we were trying to achieve with our financial plan.
Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan. We highly recommend Brian for anyone seeking a knowledgeable and adaptable financial advisor.
Katy was fantastic to work with. She truly listened to all our goals in our first meeting to put a financial plan together that covered everything we asked for. Katy has an exceptional ability to dumb things down for her clients in a way that never makes you feel like you’re asking dumb questions. I look forward to using Domain Money for all future financial planning and would highly recommend to all my family and friends.
Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. She's a kind person and was flexible + personable in her approach with us - all very much appreciated! We'll be coming back to check in for future needs and to keep us on track!
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.
She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.
Empowering Leaders at the World’s Most Prestigious Companies