Pairing #RichGirlNation with expert advisors, powered by Domain Money.

I love talking about money, but I’m not a financial professional—so I don’t offer one-on-one coaching or advising.

But sometimes, you need someone with expertise to work with you—one on one!—and provide personalized advice. We’re partnering with Domain Money to pair our community with project-based, fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals who can help you level up your money game.

Here’s what you get, and why we chose Domain’s team:

  • A dedicated advisor and a tailored plan. You’ll work with a CFP® professional who will dive deep into your finances, your dreams, and your life, and generate a crystal-clear, one-page roadmap to reach your goals.

  • Expert wealth and investment advice. You’ll receive professional investment guidance that’s appropriate for your goals, risk tolerance, and tax considerations.

  • A flat fee with no strings attached. There are no hidden fees, no minimums, and no pressure. Domain’s advisors are focused only on giving you unbiased advice, not milking your accounts with ongoing management fees.

  • Professional financial advice with no misaligned incentives. Domain’s CFP® professionals, led by my friend Katy Song, are not insurance salespeople or wealth managers. You won’t be bombarded with product pitches or steered toward certain funds for commission.

Who it’s for

If you found yourself listening to our HENRYs and Henriettas episode (“high earners, not rich yet”) and nodding your head thinking, Yep, this is me, and you’re interested in getting professional guidance, this service is for you.

After I went through the process with Katy, I fell in love with their empathetic and knowledgeable approach. I asked her to help me plan for a future three to five years from now: I want to become a mom and I’m not sure if I’ll be up for working in the first year; can you help me understand what would need to change between now and then for us to be truly financially independent?

The process was focused on mapping financial choices back to values and putting hard numbers around sometimes squishy questions or interests, which I found enlightening, valuable, and—frankly—like a “peace of mind” check that my strategy was on point.

“Honestly, I was blown away.”

Rachael Millanta, Nov. 8, 2023

What you’ll get

A dedicated advisor & a step-by-step plan

One-time fees for plans based on your needs

Periodic updates to your financial plan are available for $1,000 and hourly coaching sessions are available for $500, for all clients who have completed the planning process.