Domain Money
Domain Money offers flat-fee financial planning services with three plan options and a satisfaction guarantee, serving U.S. residents with advice from CERTIFIED FINANCIAL PLANNER™ professionals.
Financial Plans Offered by Domain Money
Domain Money offers three types of financial plans: the One Page Plan, the Strategic Plan, and the Comprehensive Plan. The One Page Plan, priced at $2,500, includes a 90-minute financial planning session and an actionable One Page Plan. The Strategic Plan, costing $4,500, entails two meetings and one month of unlimited phone and email access, focusing on up to three financial areas. The Comprehensive Plan, priced at $7,500, spans six months with four meetings and covers a broad range of financial topics, including goal setting, cash flow analysis, debt management, investments, tax planning, real estate, education savings, retirement planning, insurance, and estate planning.
Domain Money Satisfaction Guarantee
Domain Money provides a 100% satisfaction guarantee with a promise to refund clients if they are not satisfied with their financial plan. This shows the company's confidence in the quality of their services and their commitment to client satisfaction.
Domain Money's Flat-Fee Structure
Unlike many financial advisors, Domain Money operates on a flat-fee model and does not charge assets under management (AUM) fees. This transparent pricing structure ensures that clients know the costs upfront without any hidden fees, promoting a straightforward and client-friendly approach.
Domain Money Financial Tools and Resources
Domain Money provides a range of tools and calculators to help clients with various financial needs. These include tools for home affordability, stock options, retirement, and Restricted Stock Units (RSUs). Such resources can assist clients in making informed financial decisions and planning effectively for their future.
Certified Financial Planners at Domain Money
All advisors at Domain Money are CERTIFIED FINANCIAL PLANNER™ professionals. This designation indicates that they have met rigorous education, examination, and ethical standards set by the CFP Board, ensuring clients receive competent and trustworthy advice.