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Discover the impact of personalized financial planning through real client experiences.

This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!

John

This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!

John
One Page Plan with Adrianna Adams

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.

Aubrey

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.

Aubrey
One Page Plan with Adrianna Adams

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.

Reed

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.

Reed
One Page Plan with Adrianna Adams

Katy listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.

Katie

Katy listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.

Katie
One Page Plan with Adrianna Adams

Adrianna is great and I will continue to work with her in the future!

Erin

Adrianna is great and I will continue to work with her in the future!

Erin
One Page Plan with Adrianna Adams

She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.

Whitney

She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.

Whitney
One Page Plan with Adrianna Adams

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.

Eric

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.

Eric
One Page Plan with Adrianna Adams

Personal and knowledgeable advice.
All questions were answered well and backed up by sound reasoning.

Christian

Personal and knowledgeable advice.
All questions were answered well and backed up by sound reasoning.

Christian
One Page Plan with Adrianna Adams

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!

Tom

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!

Tom
One Page Plan with Adrianna Adams

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.

Emma

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.

Emma
One Page Plan with Adrianna Adams

Katy is the person I had been looking for.  It was an amazing experience.  She is professional, empathetic, thorough, kind, thoughtful. A great experience and I cannot say enough positive things. A very positive experience. Perfect. I’ll refer everybody I know to her.

Lynn

Katy is the person I had been looking for.  It was an amazing experience.  She is professional, empathetic, thorough, kind, thoughtful. A great experience and I cannot say enough positive things. A very positive experience. Perfect. I’ll refer everybody I know to her.

Lynn
One Page Plan with Adrianna Adams

Katy provided really excellent advice, which she took the time carefully to explain. She was very responsive to our questions, and gave us the tools to feel more confident about our strategy moving forward. Katy's service was a FANTASTIC value, especially compared to an advisor who charges a percentage of AUM. We will definitely continue to use Katy's services moving forward, and will definitely recommend her to friends and family.

Anthony

Katy provided really excellent advice, which she took the time carefully to explain. She was very responsive to our questions, and gave us the tools to feel more confident about our strategy moving forward. Katy's service was a FANTASTIC value, especially compared to an advisor who charges a percentage of AUM. We will definitely continue to use Katy's services moving forward, and will definitely recommend her to friends and family.

Anthony
One Page Plan with Adrianna Adams

Great communication. Easy to work with. Super informative.

Tyrese

Great communication. Easy to work with. Super informative.

Tyrese
One Page Plan with Adrianna Adams

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.

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.

Eric
One Page Plan with Adrianna Adams

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

KB

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

KB
One Page Plan with Adrianna Adams

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

Tyler

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

Tyler
One Page Plan with Adrianna Adams

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

Chelsea

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

Chelsea
One Page Plan with Adrianna Adams

Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Katy through the Southern Marin Mother's Club.

Carrie

Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Katy through the Southern Marin Mother's Club.

Carrie
One Page Plan with Adrianna Adams

My husband and I were incredibly pleased with the plan that Brian created. It felt like he really listened to our short versus long-term goals and accounted for nuances and how we wanted to structure our retirement. Our plan provided a small list of action items and we were able to make the adjustments within two weeks of reviewing everything with him. Getting the confirmation that we are right on track with a detailed analysis has been reassuring, and knowing we can check back in should any major changes occur, is even more so.

Erin

My husband and I were incredibly pleased with the plan that Brian created. It felt like he really listened to our short versus long-term goals and accounted for nuances and how we wanted to structure our retirement. Our plan provided a small list of action items and we were able to make the adjustments within two weeks of reviewing everything with him. Getting the confirmation that we are right on track with a detailed analysis has been reassuring, and knowing we can check back in should any major changes occur, is even more so.

Erin
One Page Plan with Adrianna Adams

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.

Jeff

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.

Jeff
One Page Plan with Adrianna Adams

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!

Kristin

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!

Kristin
One Page Plan with Adrianna Adams

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!

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!

Aaron
One Page Plan with Adrianna Adams

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.

Joanna

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.

Joanna
One Page Plan with Adrianna Adams
4.6 star reviews on Trustpilot
Excellent

We are new to personal finance and only just now in a position to even think about saving and investing. Katy offered packages that were perfect for where we are in our personal finance journey. She helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We are already seeing the benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

Suraya

We are new to personal finance and only just now in a position to even think about saving and investing. Katy offered packages that were perfect for where we are in our personal finance journey. She helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We are already seeing the benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

Suraya
One Page Plan with Adrianna Adams

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy for years- she helped develop a framework and plan for saving and investing that helps us meet our financial (and life!) goals. Actually- the process of working with Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!

Eli

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy for years- she helped develop a framework and plan for saving and investing that helps us meet our financial (and life!) goals. Actually- the process of working with Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!

Eli
One Page Plan with Adrianna Adams

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!

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!

Brianna
One Page Plan with Adrianna Adams

My husband and I have worked with Katy for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. Added bonus, she is so funny and personable, making every meeting a pleasure. I can't recommend Katy enough.

Erica

My husband and I have worked with Katy for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. Added bonus, she is so funny and personable, making every meeting a pleasure. I can't recommend Katy enough.

Erica
One Page Plan with Adrianna Adams

I highly recommend Katy and Domain Money. She has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree Katy is one of the best. We continue to reference our strategic plan a year after it was prepared, and get tremendous value in quarterly check-ins with her. We highly recommend working with Katy!

Christine

I highly recommend Katy and Domain Money. She has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree Katy is one of the best. We continue to reference our strategic plan a year after it was prepared, and get tremendous value in quarterly check-ins with her. We highly recommend working with Katy!

Christine
One Page Plan with Adrianna Adams

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.

Zach

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.

Zach
One Page Plan with Adrianna Adams

We've had a fantastic experience with Katy Song. She helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.

Edmund

We've had a fantastic experience with Katy Song. She helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.

Edmund
One Page Plan with Adrianna Adams

We have been working with Katy for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. As others have said she's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

Sarah

We have been working with Katy for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. As others have said she's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

Sarah
One Page Plan with Adrianna Adams

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!

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!

Jacob
One Page Plan with Adrianna Adams

We worked with Katy at Domain Money and highly recommend working with her. She spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.

Aaron

We worked with Katy at Domain Money and highly recommend working with her. She spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.

Aaron
One Page Plan with Adrianna Adams

I had procrastinated for a long time to take care of my finances and have solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Katy and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading in my head.

Marcella

I had procrastinated for a long time to take care of my finances and have solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Katy and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading in my head.

Marcella
One Page Plan with Adrianna Adams

I have had an excellent experience working with Katy Song! She has been our sage voice of financial reason since 2014. Katy is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our bi annual meetings with Katy we feel confident that we are on the right track for college and retirement savings.

Maeve

I have had an excellent experience working with Katy Song! She has been our sage voice of financial reason since 2014. Katy is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our bi annual meetings with Katy we feel confident that we are on the right track for college and retirement savings.

Maeve
One Page Plan with Adrianna Adams

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.

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.

Nicole
One Page Plan with Adrianna Adams

I was in the market for financial advice. You'd think as a 30-something millennial I'd have my X together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. I guess I saw the price and was like um, but then, given I spend so much on Equinox, Barrys, dinners out, Erewhon smoothies, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it and I'd recommend anyone to get on this train.

Alexander

I was in the market for financial advice. You'd think as a 30-something millennial I'd have my X together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. I guess I saw the price and was like um, but then, given I spend so much on Equinox, Barrys, dinners out, Erewhon smoothies, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it and I'd recommend anyone to get on this train.

Alexander
One Page Plan with Adrianna Adams

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic one page plan (which is more than one page), but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions and look forward to building a relationship with both Adrianna and Domain Money.

Aaron

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic one page plan (which is more than one page), but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions and look forward to building a relationship with both Adrianna and Domain Money.

Aaron
One Page Plan with Adrianna Adams

Katy helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Katie to anyone who doesn't know where to start.

Millicent

Katy helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Katie to anyone who doesn't know where to start.

Millicent
One Page Plan with Adrianna Adams
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All testimonials on this page 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.