Democratizing Wealth For The Mass Affluent
Customized Financial Plans Built For Your Specific Goals By A CERTIFIED FINANCIAL PLANNER ®
Turn Your Dreams Into Reality
Get ahead with expert financial planning tailored to your goals and a strategy that grows with you.
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THE WEALTH PLANNING INDUSTRY HAS FAILED YOU...
Most financial advisors are driven by commissions and fees generated from the amount of money you invest with them... Leaving behind the majority of Americans, looking for financial freedom.
We've created a revolutionary approach that makes certified financial planning accessible to EVERYONE—not just the ultra-wealthy.
Our team of CERTIFIED FINANCIAL PLANNER ® provides the EXACT SAME high-quality guidance that millionaires receive, but with a model designed for the masses serious about building wealth.
WHY SHOULD ONLY THE WEALTHY HAVE ACCESS TO EXPERT FINANCIAL GUIDANCE?
The financial industry has a dirty secret: If you don't have millions to invest, most advisors won't give you the time of day.
The average American is left to navigate complex financial decisions alone, leading to costly mistakes and missed opportunities that can set your financial future back by DECADES.
Our proprietary technology and infrastructure has eliminated and demystified the financial planning process.
Combining a detailed financial plan, precise budgeting tools, and one-on-one sessions with a certified financial planner, a precise road map to wealth building is finally within reach.
YOUR 10X WEALTH PLAN INCLUDES:
Personalized Financial Blueprint
Tailored to YOUR specific goals and circumstances
Investment Planning
Aligned with your risk tolerance and timeline
3 Annual Advising Calls
With a dedicated Certified Financial Professional
Retirement Roadmap
To ensure you're on track for the future you deserve
Comprehensive Budget Analysis
To optimize your income and expenses
Education Planning
For your children's future
Tax Optimization Strategies
To keep more of what you earn
Housing & Major Purchase Guidance
To make smart buying decisions
THE DIFFERENCE IS DRAMATIC
According to Morning Star, individuals who work with a financial advisor accumulate 29% more wealth than those who do not.
Americans who work with a financial advisor expect to retire TWO YEARS EARLIER than those who don't, and Black Americans with an advisor retire THREE YEARS SOONER and have almost THREE TIMES more retirement savings.*
THINK ABOUT WHAT YOU COULD DO WITH:
More retirement savings
Less financial stress
Confidence in your financial future
A clear path to achieve your goals
THE COST OF WAITING IS TOO HIGH
Every day without professional financial guidance costs you in missed opportunities, tax advantages, and compound growth.
According to research from Russell Investments, professional financial advisors can add approximately 4.83% in additional annual value through services like disciplined rebalancing, financial planning, and preventing harmful investment behaviors.
Over 30 years, that difference could mean hundreds of thousands of dollars in your pocket.
OUR PROCESS IS SIMPLE BUT POWERFUL
Here’s how we create a clear path to reach all your goals. Your flat-fee engagement includes:
STEP 1
We start with a deep dive into your priorities, goals, and analyze everything that touches your financial life.
STEP 2
From spending to taxes to investments, we create a clear, actionable plan that works for you.
STEP 3
No jargon. No fluff. Just a detailed, step-by-step guide to help you make smarter money moves and maximize your financial future.
STEP 4
Your dedicated CFP® helps you adjust, refine, and optimize your plan as your life evolves.
PRICING
STRATEGIC
$4,800
Flat fee per year
Best For
Rising professionals, employees with equity compensation, and those building wealth.
What's Included:
8-10 page financial plan with detailed action items
Tax planning and optimization
Equity compensation strategies
Real Estate planning
Education funding strategies
4 coaching sessions with your dedicated CFP® professional
THE 10X WEALTH PLAN GUARANTEE
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100% MONEY BACK GUARANTEE
We're so confident in the value we provide that if you don't feel our service is worth at least
10X what you paid after your first year, we'll refund your entire fee. See full terms here.
TAKE THE FIRST STEP TO
FINANCIAL FREEDOM TODAY
Discover how 10X Wealth Plan can help you create a financial plan that puts you on the path to the future you deserve.
No obligation. No high-pressure sales tactics. Just an honest conversation about your financial goals and how we might help you achieve them faster.
DON'T LEAVE YOUR FINANCIAL FUTURE TO CHANCE
The financial industry doesn't want you to know this, but having a professional advisor isn't just for the wealthy—it's for anyone who wants to maximize their financial potential.
THE TIME TO ACT IS NOW.
YOUR FUTURE SELF WILL THANK YOU.
FAQS
What are your advisors’ qualifications?
Our financial advisors are all CERTIFIED FINANCIAL PLANNER™ professionals. They are held to the highest ethical standards. This means we have a legal obligation to act in your best interests, always.
What is included in my Plan?
You'll receive a personalized plan, guiding you through financial decisions tailored to your unique goals and life situation. Your advisor will walk you through all the details of your plan, providing guidance on how to best implement our recommendations.
Can you help me move from my existing financial advisor?
Absolutely! We’ll can help walk you through the step by step process of moving your assets from your existing financial advisor.
* According to Northwestern Mutual's 2024 Planning & Progress Study.
Copyright © 2025 10X Wealth Plan, All Rights Reserved.
Advisory services are provided by Domain Money Advisors, LLC (“Domain Advisors”), an investment advisor registered with the U.S. Securities and Exchange Commission. By using this website, you accept and agree to Domain Money’s Terms of Use and Privacy Policy. Domain Advisors’ financial planning and Investment advice available to residents of the United States and is only provided to customers of 10X Wealth Plan and Domain Advisors. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The information contained in them is not, and shall not constitute financial, investment, legal, or tax advice, an offer to sell, a solicitation of an offer to buy or an offer to purchase any securities, nor should it be deemed to be an offer, or a solicitation of an offer, to purchase or sell any investment product or service. Investing comes with inherent risks and you should always invest within your means and risk tolerance. Past performance is not an indication of future returns and you should always consult a financial advisor prior to making investment decisions. Please refer to Domain Advisors’ Program Brochure for important additional information.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.