When your income climbs and your financial situation gets more complex, taking the one-size-fits-all approach can mean running up a hefty tab on the money-you-could’ve-earned front.
Turns out “more money, more problems” might actually be a real stage of life.
Book your free strategy session with Domain Money
If your spreadsheet tells you where your money went, but not what to do with the six-figure decisions ahead, you’re in the right place.
Domain Money is flat-fee, CFP®-led personalized financial planning for people who want an expert partner to help them build wealth with a customized plan. (Without paying a percentage of your net worth for the privilege.)
That typical “1%” planning fee may seem small, but as your portfolio grows, it’ll sneakily become the biggest expense in your budget.
It’s time to recognize the financial-planning status quo isn’t designed to serve you.
$6.2M
$4.8M
vs.
Domain saves you: $1.445M
If you’ve ever wondered exactly how much financial advisors cost over time, understanding the math of compounding fees is critical.
Don’t accidentally overpay for financial advice.
The visual content is for illustrative purposes only to demonstrate products, services and information available from Domain Money. Please see Legal Documents for full disclosures.
The calculator provided on this page is for illustrative purposes only and any results it provides are hypothetical in nature and may not reflect future performance. The calculation used is a simple future value estimate of investments based on a constant return rate and a predefined period. The future value calculation in the Domain Money scenario reduces the current portfolio value by $3,200, $4,800, or $7,800 based on the annual membership chosen, Essential, Strategic, or Comprehensive, respectively, and also reduces the amount of projected annual contributions by $1,800, $2,500, and $4,500 annually, respectively. Thus for example, when choosing Essential plan, the current portfolio value will be reduced by $2,800 and the yearly contributions will be reduced by $1,800. The Traditional RIA scenario assumes an annual 1% assets under management fee which reduces the the annual return by that amount. The default 8% return is based on the average S&P 500 return rate of 10% between 1926 and 2022 and a 2% inflation adjustment for a real return of 8%.
Personal Finance For Women
“Later” is a five letter word that could have five-figure consequences when your wealth is growing now.
*Tap a tile read more*
A missed tax strategy
Taxes
A misaligned portfolio
Investments
Coverage gaps
you don’t notice
Insurance
Coverage gaps
you don’t notice
Coordination
A misaligned portfolio
Big Decisions
A missed tax strategy
Equity Compensation
Big $$$ left on the table—or sent to the IRS unnecessarily.
High earners don’t usually overpay taxes because they’re careless, but because no one is proactively coordinating decisions across income, asset location, and timing.
A misaligned portfolio
Investments
Coverage gaps
you don’t notice
Insurance
Coverage gaps
you don’t notice
Coordination
A misaligned portfolio
Big Decisions
A missed tax strategy
Equity Compensation
A missed tax strategy
Taxes
Coverage gaps
you don’t notice
Insurance
Coverage gaps
you don’t notice
Coordination
A misaligned portfolio
Big Decisions
A missed tax strategy
Equity Compensation
Full market drawdowns without protection.
Risk tolerance becomes less theoretical once your balances have been growing for a while. A portfolio that’s “fine” on the way up feels very different on the way down.
A missed tax strategy
Taxes
A misaligned portfolio
Investments
Coverage gaps
you don’t notice
Coordination
A misaligned portfolio
Big Decisions
A missed tax strategy
Equity Compensation
These gaps are hard to spot until something goes wrong, but underinsurance usually isn’t a problem until it's a big one.
At higher income levels, the inconvenience is the least of your concern when litigation could put your assets at risk.
A missed tax strategy
Taxes
A misaligned portfolio
Investments
Coverage gaps
you don’t notice
Insurance
Coverage gaps
you don’t notice
Coordination
A misaligned portfolio
Big Decisions
You’ve heard, “don’t put all your eggs in one basket”—it's the very definition of concentrated risk.
RSUs, options, and bonuses tie your net worth to your employer. That’s all well and good—until it isn’t.
A missed tax strategy
Taxes
A misaligned portfolio
Investments
Coverage gaps
you don’t notice
Insurance
Coverage gaps
you don’t notice
Coordination
A missed tax strategy
Equity Compensation
Buying, selling, or investing based on gut feel.
Decisions about real estate, career changes, and large purchases become progressively more interdependent as your wealth grows.
A missed tax strategy
Taxes
A misaligned portfolio
Investments
Coverage gaps
you don’t notice
Insurance
A misaligned portfolio
Big Decisions
A missed tax strategy
Equity Compensation
Small inefficiencies can easily compound into big ones when given enough time.
Your investments, taxes, insurance, and goals might each be “fine” on their own. The problem is when no one is watching how they interact.
“I’ll worry about that later”
can cost a pretty penny.
“I’ll worry about that later”can cost a pretty penny.
A missed tax strategy
Taxes
Big $$$ left on the table—or sent to the IRS unnecessarily.
High earners don’t usually overpay taxes because they’re careless, but because no one is proactively coordinating decisions across income, asset location, and timing.
A misaligned portfolio
Investments
Full market drawdowns without protection.
Risk tolerance becomes less theoretical once your balances have been growing for a while. A portfolio that’s “fine” on the way up feels very different on the way down.
Coverage gaps you don’t notice
Insurance
These gaps are hard to spot until something goes wrong, but underinsurance usually isn’t a problem until it's a big one.
At higher income levels, the inconvenience is the least of your concern when litigation could put your assets at risk.
Too much faith in one company
Equity Compensation
You’ve heard, “don’t put all your eggs in one basket”—it's the very definition of concentrated risk.
RSUs, options, and bonuses tie your net worth to your employer. That’s all well and good—until it isn’t.
Major moves without a model
Big Decisions
Buying, selling, or investing based on gut feel.
Decisions about real estate, career changes, and large purchases become progressively more interdependent as your wealth grows.
Everything works… just not together
Coordination
Small inefficiencies can easily compound into big ones when given enough time.
Your investments, taxes, insurance, and goals might each be “fine” on their own. The problem is when no one is watching how they interact.
“Later” is a five letter word that could have five-figure consequences when your wealth is growing now.
“I’ll worry about that later” can cost a pretty penny.
You need a plan that works for you and puts money in Future You’s pocket—
Domain Money does things differently. Their team of CERTIFIED FINANCIAL PLANNER® professionals focuses on helping you make financial decisions that align with your life, your values, and your priorities.
As your financial life gets more complex, the biggest risks aren’t always obvious or immediately painful. They show up where big decisions intersect: taxes and investing, income and benefits, the things you prioritize today and the things you want 25 years from now. That’s what real planning is for.
… not just the pockets of your financial planner or the institution they work for.
This is where
Domain Money is ready to watch your back.
You’re paired with a dedicated CFP® professional who looks at your entire financial picture, coordinates across all decisions, and helps you execute the plan that works for you with confidence over time.
No commissions. No product pushing. No percentage-of-your-net-worth fee that gets more expensive with every dollar you invest.
Their flat-fee comprehensive financial planning service is built for people who want to make sure every part of their plan is working together seamlessly—and they’re not missing something.
Book your free strategy session with Domain Money
For Illustrative Purposes Only
For Illustrative Purposes Only
With most advisors, the more your portfolio grows, the more you pay—forever.
See if Domain is right for you: Book a free consult
1% sounds good on paper until you actually run the numbers. That’s kind of the whole point.
The Cost of 1%
*Assumes 8% nominal returns and no new contributions. Assumes “Strategic” plan tier.
Starting Portfolio Value
10-Year Cost
of 1% AUM Fees
10-Year Cost
of Flat Fee
Cost Savings
with Flat Fee
vs.
$500,000
$1,000,000
$2,500,000
$68,821
$137,643
$344,108
$27,300
$27,300
$27,300
$41,521
$110,343
$316,808
With 1% AUM fees, the more you invest, and the more your portfolio grows, the more you pay. With Domain Money, you pay the same amount no matter what.
Which means those cost savings actually stay in your portfolio to make you more money.
10-Year Cost of Flat Fee
Cost Savings with flat fee
10-Year Cost of 1% AUM Fees
*Assumes 8% nominal returns and no new contributions. Assumes “Strategic” plan tier and starting portfolio values of $500,000, $1,000,000, and $2,500,000, respectively.
With most advisors, the more your portfolio grows, the more you pay—forever.
For Illustrative Purposes Only
You’re in the stage of life where “set it and forget it” doesn’t cut it.
Domain Money knows that goals, priorities, and needs shift as life goes on.
That means your cash flow, investments, taxes, and long-term goals are connected in one calibrated system, with a CFP® professional who helps you decide what to do today, what to adjust later, and what to set aside until the right time comes.
Personal Finance For Women
Personal Finance For Women
This is one plate you don’t have to be spinning.
Professional support for personal wealth planning
Book Your Free Strategy Session
Essential
Strategic
Comprehensive
Foundational planning
Ongoing decision support
Fully integrated planning
Most Popular
Best For
Best For
Best For
People with growing income who want clarity, a second set of eyes, and confidence they’re setting things up correctly.
People whose financial decisions interact— equity comp, taxes, real estate, or multiple goals—and who want proactive guidance as things evolve.
High earners, business owners, or families with layered complexity who want everything working seamlessly as one system.
This Level Supports
This Level Supports
This Level Supports
Building a strong financial foundation and avoiding early missteps.
Making better decisions and avoiding costly blind spots.
Navigating complexity with confidence while minimizing risk.
Focus Areas
Focus Areas
Focus Areas
- Cash flow and spending strategy
- Investment allocation
- Retirement planning and projections
- Tax planning and filing
- Equity compensation strategy
- Real estate decisions
- Education funding and multi-goal planning
- Estate planning coordination
- Insurance optimization
- Business-owner considerations
- Advanced tax and planning scenarios
Planning Sessions
Planning Sessions
Planning Sessions
Ongoing Support
Ongoing Support
Ongoing Support
$3,200
$4,800
$7,800
Renews annually at $1,800
Renews annually at $2,500
Renews annually at $4,500
This is one plate you don’t have to be spinning.
Professional support for personal wealth planning
Book Your Free Strategy Session
Strategic
Comprehensive
Ongoing decision support
Fully integrated planning
Most Popular
Best For
Best For
People whose financial decisions interact— equity comp, taxes, real estate, or multiple goals—and who want proactive guidance as things evolve.
High earners, business owners, or families with layered complexity who want everything working seamlessly as one system.
This Level Supports
This Level Supports
Making better decisions and avoiding costly blind spots.
Navigating complexity with confidence while minimizing risk.
Focus Areas
Focus Areas
- Tax planning and filing
- Equity compensation strategy
- Real estate decisions
- Education funding and multi-goal planning
- Estate planning coordination
- Insurance optimization
- Business-owner considerations
- Advanced tax and planning scenarios
Planning Sessions
Planning Sessions
Ongoing Support
Ongoing Support
$4,800
$7,800
Renews annually at $2,500
Renews annually at $4,500
Essential
Foundational planning
Best For
People with growing income who want clarity, a second set of eyes, and confidence they’re setting things up correctly.
This Level Supports
Building a strong financial foundation and avoiding early missteps.
Focus Areas
- Cash flow and spending strategy
- Investment allocation
- Retirement planning and projections
Planning Sessions
Ongoing Support
$3,200
Renews annually at $1,800
Strategic
Ongoing decision support
Best For
People whose financial decisions interact— equity comp, taxes, real estate, or multiple goals—and who want proactive guidance as things evolve.
This Level Supports
Making better decisions and avoiding costly blind spots.
Focus Areas
- Tax planning and filing
- Equity compensation strategy
- Real estate decisions
- Education funding and multi-goal planning
Planning Sessions
Ongoing Support
$4,800
Renews annually at $2,500
Most Popular
Comprehensive
Fully integrated planning
Best For
High earners, business owners, or families with layered complexity who want everything working seamlessly as one system.
This Level Supports
Navigating complexity with confidence while minimizing risk.
Focus Areas
- Estate planning coordination
- Insurance optimization
- Business-owner considerations
- Advanced tax and planning scenarios
Planning Sessions
Ongoing Support
$7,800
Renews annually at $4,500
This is what a real money plan feels like.
When questions come up, you already have answers:
“Should I invest this bonus… or use it for something else?”
“Is there anything I should be doing differently for taxes?”
“This bonus goes toward X, because it supports my goals over the next Y years.”
“Am I being too conservative—or too aggressive?”
“My investment strategy matches my timeline, my risk tolerance, and my actual life.”
“These decisions reduce my tax burden now and avoid problems later.”
“How do I balance investing, saving, and enjoying my life?”
“My money supports my future and my life today—on purpose.”
“We’re covered… I think?”
“I know where we’re protected, and where we’ve chosen to take a calculated risk.”
“Am I doing this right?”
“Yes. This plan is built for my situation, and I understand why.”
“Should I do this now, or wait?”
“This is the right move now—and here’s why waiting wouldn’t help.”
“I think I understand my equity… but I’m not totally sure.”
“I know how my equity fits into my overall plan and how much risk I’m really taking.”
“Can we afford this without messing everything up?”
“Yes, and here’s exactly how it affects the rest of our plan.”
One conversation to get the rundown, ask your burning (or “This might sound dumb, but …”) questions, and see if this makes sense for you.
Book your free Strategy Call with Domain Money
Chat with the team that loves talking about money.
On the strategy call, you’ll connect with a CFP® professional who will walk you through your goals, your current setup, and the decisions you’re weighing. Together, you’ll map out what kind of support would actually help—and whether Domain Money fits your situation.
The CFP® professionals dedicated to Rich Girl Nation at Domain Money.
Alicija
David
Chelsea
Sara
I enjoy having a positive, meaningful impact on the lives of my clients.
I love working with numbers, solving complex puzzles, and helping people.
I love helping people learn about financial planning so they can make the best decisions.
I’m passionate about helping clients feel in control of their financial decisions.
Alicija
I enjoy having a positive, meaningful impact on the lives of my clients.
David
I love working with numbers, solving complex puzzles, and helping people.
Chelsea
I love helping people learn about financial planning so they can make the best decisions.
Sara
I’m passionate about helping clients feel in control of their financial decisions.
I found working with Domain enlightening, valuable, and—frankly—like a "peace of mind" check that my strategy was on point.
Rating is sourced from TrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.
Why I chose—and
recommend—Domain Money.
They don’t pressure you to move your assets.
You keep your investments where you feel comfortable.
01.
Transparent, flat fees.
No hidden costs or AUM (assets under management) fees, just clear pricing tailored to your needs.
03.
Focus on personalised advice, not product sales.
They’re there to guide you, not sell you something. They’ll never push a product on you and they don’t receive commissions of any kind.
02.
Talk (like a normal person) with your expert advisor.
Meet your CFP® Professional
You’re matched with a CFP® Professional dedicated to Rich Girl Nation at Domain Money who works with you 1:1 from your very first session.
You’ll talk through your priorities, goals, and financial concerns. They meet you exactly where you are and put your best interests first. No sales pitch. Just personalized, expert advice.
Alicija Dearth
CFP® Professional
David Jackson
CFP® Professional
Chelsea Hodl
CFP® Professional
Sara Wright
CFP® Professional
See your full financial picture through comprehensive financial planning.
And not in some 43-page PDF you never open again.
Your financial model includes:
- Net Worth: See what you own, what you owe, and what it will take to reach your goals.
- Cash Flow: Explore scenarios—buying a home, growing a family, getting a raise—and see how they affect your short- and long-term outlook.
- Spending Insights: They track where your money goes, so you don’t have to. Get clarity on your habits—whether it’s online shopping, dining out, or travel—and see how small changes can make a big impact. Fine-tune your budget without giving up what you love.
- Revised Spending Plan: Identify opportunities to optimize your lifestyle, cut costs if needed, or spend intentionally on what matters most.
- Investment Analysis: Review what’s in your 401(k), how much is concentrated in stock options, and whether your portfolio balances liquidity and long-term growth.
- Goal-Based Planning: Whether it’s retiring earlier than your parents, buying a home, or funding what’s next— you decided what matters. Domain helps you map the path there.
For Illustrative Purposes Only
Plan Delivery & Action Items
Where your strategy comes to life
Your advisor walks you through your customized strategy, step by step, explaining how each piece connects to your goals.
Nothing is set in stone. You can ask questions, refine the model, and adjust the plan in real time to make sure it fits your life.
You leave with clarity, a roadmap, and the confidence to move forward.
- Your Overview: A clear look at what it takes to sustain your lifestyle, and close any gaps that could stand between you and your goals.
- Your Action Plan: A simple, actionable checklist to keep you on track. Clear next steps. Real progress.
- Your Goals: Every recommendation ties directly to what matters most to you, so you can see the path forward and act with clarity.
- Topical Analysis: Focused insights on the areas that matter most — from tax strategies to home affordability. They analyze the angles and give you clear, actionable guidance so you can make confident financial decisions.
What You Get
For Illustrative Purposes Only
Implementation & Coaching
- One-on-One Coaching: Bring your biggest questions and upcoming financial decisions to your CFP® professional and work through them together.
- Help with Execution: Get support with the actual logistics—account setups, 401(k) rollovers, budgeting—so you don’t lose momentum.
- Annual Plan Updates: Life changes. Your plan should, too. Each year, Domain updates your strategy so you can:
How Domain supports follow-through
- Adjust to new circumstances or goals
- Keep your financial plan and investments aligned
- Make decisions using the most current information
For Illustrative Purposes Only
Membership That Moves With You
Year 1: Building Your Foundation
Year 2+: Ongoing Expert Guidance
- Identify new opportunities to strengthen your financial position
- Get your questions answered within the context of your financial plan
- Discuss and address financial concerns if or when they come up
- Make major financial decisions with support, on the timeline that matches your goals
Book your free Consultation
This may not be the right fit if…
You’re primarily looking for help creating a basic budget.
Your financial situation is simple and unlikely to change in the near term.
You’re more comfortable with a standard approach.
You’re happy with your current financial plan, and don’t feel any major adjustments need to be made.
Domain is for you if…
You’re planning for a major milestone and want your finances lined up to support it (home purchase, bonus, career move, investment decision).
Your finances feel more dynamic: you’re navigating equity compensation, multiple income streams, real estate, or tax complexity.
You care about optimization and don’t want to leave money on the table.
Your income, priorities, or financial situation have recently shifted—and you want your plan to evolve with it.
You value having a CFP® professional to help you make more informed decisions.
Is Domain worth it for you?
If your financial situation has moved beyond the basics, it’s probably time for your strategy to move on, too.
You feel confident managing your finances without professional support.
Domain manages to make making more cost less.
Expert financial planning has a price (and it should!), but the advice shouldn’t get more expensive just because your portfolio grew.
And while the standard advice racks up 1% that grows bigger by the minute, it often leaves money on the table in the form of:
Letting equity compensation sit unexamined
$
Paying more in taxes than necessary
$
Carrying too much (or too little) risk
$
Delaying a major decision because you’re unsure
$
Missing opportunities simply because no one’s modeling them
$
Build Your Strategy
When income rises and financial lives get more complex, even small inefficiencies can compound into big misses.
Domain reduces the expensive guesswork with a coordinated strategy, ongoing guidance, and a CFP® professional who helps you make informed, strategic decisions before they become costly ones.
And what really matters is they do it for a flat fee instead of a percentage of your hard-earned wealth.
For Illustrative Purposes Only
But Rich Girls don’t let other Rich Girls overpay the IRS, or settle for the status quo financial advisor and their 1% fee.
Champagne problems are still problems.
At a certain stage, the question changes from whether you’re saving enough to whether your taxes, investments, insurance, and other big decisions are actually working in your favor.
Inefficiency doesn’t need to be irresponsible or dramatic to be expensive.
Domain Money is for the stage where “good enough” isn’t good enough.
Just a comprehensive, personalized financial planning strategy designed to help you make better decisions as your life gets bigger. Making better decisions means building a better future.
It checks all of my boxes:
Flat-fee—no percentage-of-your-net-worth creep.
CFP®-led.
No product- or investment-based sales commissions.
Get the financial support you need with Domain Money.
Book Your Free Strategy Session
Essential
Strategic
Comprehensive
Foundational planning
Ongoing decision support
Fully integrated planning
Most Popular
Best For
Best For
Best For
People with growing income who want clarity, a second set of eyes, and confidence they’re setting things up correctly.
People whose financial decisions interact— equity comp, taxes, real estate, or multiple goals—and who want proactive guidance as things evolve.
High earners, business owners, or families with layered complexity who want everything working seamlessly as one system.
This Level Supports
This Level Supports
This Level Supports
Building a strong financial foundation and avoiding early missteps.
Making better decisions and avoiding costly blind spots.
Navigating complexity with confidence while minimizing risk.
Focus Areas
Focus Areas
Focus Areas
- Cash flow and spending strategy
- Investment allocation
- Retirement planning and projections
- Tax planning and filing
- Equity compensation strategy
- Real estate decisions
- Education funding and multi-goal planning
- Estate planning coordination
- Insurance optimization
- Business-owner considerations
- Advanced tax and planning scenarios
Planning Sessions
Planning Sessions
Planning Sessions
Ongoing Support
Ongoing Support
Ongoing Support
$3,200
$4,800
$7,800
Renews annually at $1,800
Renews annually at $2,500
Renews annually at $4,500
Get the financial support you need with Domain Money.
Book Your Free Strategy Session
Strategic
Comprehensive
Ongoing decision support
Fully integrated planning
Most Popular
Best For
Best For
People whose financial decisions interact— equity comp, taxes, real estate, or multiple goals—and who want proactive guidance as things evolve.
High earners, business owners, or families with layered complexity who want everything working seamlessly as one system.
This Level Supports
This Level Supports
Making better decisions and avoiding costly blind spots.
Navigating complexity with confidence while minimizing risk.
Focus Areas
Focus Areas
- Tax planning and filing
- Equity compensation strategy
- Real estate decisions
- Education funding and multi-goal planning
- Estate planning coordination
- Insurance optimization
- Business-owner considerations
- Advanced tax and planning scenarios
Planning Sessions
Planning Sessions
Ongoing Support
Ongoing Support
$4,800
$7,800
Renews annually at $2,500
Renews annually at $4,500
Essential
Foundational planning
Best For
People with growing income who want clarity, a second set of eyes, and confidence they’re setting things up correctly.
This Level Supports
Building a strong financial foundation and avoiding early missteps.
Focus Areas
- Cash flow and spending strategy
- Investment allocation
- Retirement planning and projections
Planning Sessions
Ongoing Support
$3,200
Renews annually at $1,800
Strategic
Ongoing decision support
Best For
People whose financial decisions interact— equity comp, taxes, real estate, or multiple goals—and who want proactive guidance as things evolve.
This Level Supports
Making better decisions and avoiding costly blind spots.
Focus Areas
- Tax planning and filing
- Equity compensation strategy
- Real estate decisions
- Education funding and multi-goal planning
Planning Sessions
Ongoing Support
$4,800
Renews annually at $2,500
Most Popular
Comprehensive
Fully integrated planning
Best For
High earners, business owners, or families with layered complexity who want everything working seamlessly as one system.
This Level Supports
Navigating complexity with confidence while minimizing risk.
Focus Areas
- Estate planning coordination
- Insurance optimization
- Business-owner considerations
- Advanced tax and planning scenarios
Planning Sessions
Ongoing Support
$7,800
Renews annually at $4,500
Frequently Asked Questions
Personal Finance For Women
Personal Finance For Women
So, you read ALL the questions and scrolled all the way to the bottom of this page?
If you found this page that interesting, you’d probably get a real kick out of what Domain Money can help you do.
Book your free strategy session
For Illustrative Purposes Only