Financial Wellness Planning
Financial plans for
peace of mind.
When it comes to your money, nothing is more important than peace of mind. Financial planning gives you the tools and tactics to measure your progress towards a happier and more fulfilling life. Domain Money provides the support and advice you need to make informed decisions and take control of your finances.
You are unique, your plans should be too
Financial choices are an expression of who you are and who you want to be. Financial wellness is not just about ensuring you have enough money, it’s about living the life you want.
Stress less
We focus first and foremost on your emotional well being. No matter where you are in your financial journey, we’ll get you feeling confident and stress free about your day to day life.
Grow more
Knowing that your money is properly allocated and tax efficiently invested, helps our clients optimize their returns, and gives them peace of mind that their money is working as hard as they are.
Live more
Financial planning isn’t just about the future, it’s also about the quality of your life right now. At Domain Money we build plans that empower clients to live their best lives, right now.
Actionable steps
Our financial planning process is highly personalized for each client with specific To-Dos to help you reach your goals.
Find your financial bliss
Financial bliss happens when you are liberated from anxiety and stress by gaining a clear understanding of your financial life. This sense of empowerment gives you the freedom to live the life you want, confident that you are making informed decisions. Domain Money’s holistic financial planning approach focuses on your goals and how you wish to live your life.
Financial wellness often starts with questions
We’ll help you answer the questions that might keep you up at night.
What’s the right way to plan for a house, given current interest rates?
Are my investments optimized to reduce my taxes?
Am I holding the right investments given my goals and time horizon?
How do I save for an education and still meet my retirement goals?
How should I handle my company’s equity compensation?
How much do I need to take a year off?
How can I plan for my family’s future without knowing what they’ll actually need?
Our holistic planning process empowers clients to make informed decisions that prioritize their goals and allows them to live life on their terms. Having a dedicated professional to answer questions, whenever they come up provides clients with unparalleled peace of mind.
How 10X Wealth Plan works
With 10X Wealth Plan, you get a dedicated CFP® professional and a team of experts to help with savings, investments, taxes, benefits, retirement and estate planning. Our holistic planning approach and ongoing support evolve with you, so you always have an expert to help you along your financial journey.
Our flat-fee model means no assets under management (AUM) fees and no commissions.
Our focus is your financial well being. We don't push you to buy products, we only provide unbiased expert advice.
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
People love our approach
Hear what real clients have to say.
Joanna
Adrianna is kind, she got the big picture and she was efficient in her questions that were relevant provided feedback guidance and took her time to answer all my questions. Her feedback was helpful. Gladly recommend Adrianna to whomever is considering Domain Money.
Erin
My husband and I were incredibly pleased with the plan that Brian created. It felt like he really listened to our short versus long-term goals and accounted for nuances and how we wanted to structure our retirement. Our plan provided a small list of action items and we were able to make the adjustments within two weeks of reviewing everything with him. Getting the confirmation that we are right on track with a detailed analysis has been reassuring, and knowing we can check back in should any major changes occur, is even more so.
Jeff
Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our first home. She's down to earth and able to simply convey complex concepts so that you're able to understand your entire financial picture with ease. We did her one-page plan and it was the exact level of detailed that we craved. I've recommended her to friends who also had a great experience.
Aaron
Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!
Kristin
Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. She's a kind person and was flexible + personable in her approach with us - all very much appreciated! We'll be coming back to check in for future needs and to keep us on track!
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.
"Honestly, I was blown away."
-Rachael Millanta, Nov. 8, 2023
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