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People with a formal financial plan are up to 4X wealthier by the time they retire, and 95% of people that work with an advisor say it's worth the money.*
A CFP® professional can make the path to reaching your goals both faster and clearer.
Domain Money offers personalized, CFP® professional-led financial planning for people who want to make smarter, more confident decisions about their money.
Youʼll work one-on-one with a CFP® professional who reviews your entire financial life — spending, saving, investments, taxes, insurance, real estate, and more — and builds a clear, step-by-step plan to reach your goals.
Plus, they offer flat, predictable pricing with no assets under management fees and zero commissions.
Book a free strategy session with Domain Money today to get a clear plan that integrates every part of your financial life.
How it Works
Domain Money pairs you with a dedicated CFP® professional, not a robot or algorithm.
There are three membership options designed to meet your individual needs: Essential, Strategic, and Comprehensive. Each includes 1:1 ongoing support with your dedicated CFP® professional, including 1:1 coaching sessions and unlimited email support, to help you implement your plan and stay on track toward your goals..
Each option includes the following:
- Interactive financial plan with detailed action items
- Full cash flow analysis and spending plan
- Investment strategy aligned with your goals
- Retirement planning and projections
- Unlimited email support
- 1:1 Coaching session with your dedicated CFP® professional
- 100% Satisfaction Guarantee
Your CFP® professional distills complex analysis into simple, realistic steps so you know exactly what to do next.
Essential Plan
The Essential membership is best for young professionals, couples merging their finances, or those just starting their financial journey. Members get an interactive financial plan with detailed action items, a full cash-flow analysis and spending plan, investment strategy, retirement planning, and two coaching sessions with your CFP® professional.
The Essential plan costs $3,200 for the first year and renews annually at $1,800.
Strategic Plan
The Strategic membership is best for rising professionals, employees with equity compensation, couples with kids, and those building wealth. Members get everything included in the Essential plan plus tax filing, tax planning, equity compensation strategies, real estate planning, education funding strategies, and a total of three coaching sessions with your CFP® professional
The Strategic plan costs $4,800 for the first year and renews annually at $2,500.
Comprehensive Plan
The Comprehensive membership is best for high earners, business owners, complex financial situations, and those seeking complete financial mastery. Members get everything included in the Strategic plan plus estate planning and insurance planning services and a total four coaching sessions with your CFP® professional.
The Comprehensive plan costs $7,800 for the first year and renews annually at $4,500.
Regardless of which plan you choose, you’ll meet with your dedicated CFP® professional who takes the time to understand what matters most to you: your goals, family, and values.
You’ll also get ongoing CFP® professional support to ask questions, check progress, or tackle new situations that come up on your financial journey.
A Different Kind of Financial Planner
Unlike traditional planners, Domain Money is focused on your overall financial well-being, not just your investment strategy. They charge no assets under management fees and won’t pressure you to move your assets.
You'll always know what you're paying for and what you're getting. Domain Money’s only goal is helping you reach yours, not selling products or making a commission.
What’s more, Domain Money offers a money-back guarantee if you’re not satisfied with your custom financial plan.
*Based on 2023 T. Rowe Price Retirement Savings and Spending Study that showed individuals with a formal plan were over two to almost four times wealthier than pre-retirees without a plan. It also found that 95% of respondents who use a financial advisor believe the fees are worth the cost.
This article was created in partnership with Domain Money Advisors, LLC (“Domain Money”), a registered investment adviser with the SEC. Registration does not imply any level of skill or training. The content is sponsored and has been prepared in collaboration with Benzinga. Benzinga receives compensation from Domain Money for publishing and promoting this article across its network. The information contained herein is for informational purposes only and should not be construed as investment, tax, or legal advice, nor as an offer or solicitation to buy or sell any securities. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Readers should consider their individual circumstances and consult with a qualified financial professional before making any investment decisions.
Disclaimer: Please be advised that alternative investments carry a risk of monetary loss. Neither Benzinga nor its staff recommends that you buy, sell, or hold any security. We do not offer investment advice, personalized or otherwise. All information contained on this website is provided as general commentary for informative and entertainment purposes and does not constitute investment advice. Benzinga will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on this information, whether specifically stated in the above Terms of Service or otherwise. Benzinga recommends that you conduct your own due diligence and consult a certified financial professional for personalized advice about your financial situation.
