Domain Money
Domain Money is an innovative financial advisory platform designed to provide clear, personalized guidance that helps individuals build wealth and achieve long-term financial goals. Built for millennials and the tech-savvy generation, Domain Money democratizes professional financial advice by making expert support accessible, transparent, and easy to understand. The platform offers holistic financial planning powered by CFPⓇ professionals who develop customized strategies, step-by-step action plans, and practical tools to support confident decision-making. Beyond simply managing where your money is invested, Domain Money partners with you throughout every stage of your financial journey, ensuring your financial strategy evolves as your life and goals evolve.
ABOUT DOMAIN MONEY
Domain Money is an all-in-one wealth management and flat-fee financial planning platform that connects users with Certified Financial Planners (CFP®) for personalized guidance.
The platform translates decades of industry expertise into clear, actionable strategies, helping users align their financial decisions with personal goals and long-term aspirations.
Domain Money supports over 45 cryptocurrencies and more than 4,000 stocks and ETFs, including Bitcoin, Ethereum, Solana, Terra, Uniswap, Apple, and Tesla, among others.
With transparent pricing and user-friendly plans, the platform makes professional financial planning accessible to anyone, regardless of where they are in their financial journey.
SERVICES & SOLUTIONS
Personalized Financial Planning – Domain Money delivers fully customized financial plans tailored to your income, lifestyle, priorities, and long-term goals, ensuring strategies are unique to your needs.
Investment Guidance and Portfolio Strategy – Users receive expert-backed investment recommendations designed to build diversified portfolios aligned with risk tolerance and financial objectives.
Debt Management and Cash Flow Optimization – The platform offers practical guidance to manage debt, improve cash flow, and create sustainable money management habits.
Retirement and Long-Term Wealth Planning – Advisors craft retirement strategies that integrate taxes, savings, compounding, and portfolio design for secure long-term financial growth.
Financial Checkups and Ongoing Support – Domain Money provides ongoing plan reviews to adapt your financial strategy as life circumstances change, including career transitions, family growth, home purchases, or retirement planning.
PRICING & MEMBERSHIP TIERS
Essential (US $3,200) – Foundational financial plan covering cash-flow and spending analysis, investment strategy, retirement projections, two coaching sessions with a dedicated CFP®, and unlimited email support.
Strategic (US $4,800) – Includes all Essential benefits plus tax planning, equity compensation guidance, real estate and home purchase planning, education-funding strategies, and three total coaching sessions.
Comprehensive (US $7,800) – Offers everything in Strategic, along with advanced estate planning, insurance optimization, goal tracking, annual plan reviews, and extensive support for complex financial situations.