Our Process
A Clear Plan Today. A Trusted Partner for Tomorrow.
Step 1
Talk with your expert advisors
Meet your CFP® Professional
One advisor. Personalized advice from the first session.
Get matched with a dedicated Certified Financial Planner (CFP®) who works with you 1:1.
Discuss your priorities, dreams, and financial concerns—we meet you where you are.
Every advisor is committed to providing advice that puts your best interests first.
No sales pitches—just expert, fiduciary advice tailored to your goals.
Step 2
See your full financial potential
More than a report—your roadmap to financial clarity.
We design a step-by-step strategy built around your life, ensuring your money works as hard as you do.
Step 3
Turn your plan into a clear roadmap
Plan delivery & action items
Your 90-minute plan delivery session is where your financial strategy comes to life.
Your advisor will walk you through your customized plan, explaining each step clearly and ensuring it aligns with your goals. Nothing is set in stone—you’ll have the opportunity to ask questions, refine your strategy, and make adjustments in real time.
By the end of the session, you’ll have a clear roadmap and the confidence to take action.
Step 4
Get expert guidance to take action
Implementation and Coaching
A financial plan is only useful if you put it into motion. That’s why we offer a 60-minute implementation coaching session—a dedicated time to ensure you're making progress and tackling the most important steps first.
Step 5
Maximize your progress with on-going support
Membership that moves with you
Your life changes. Your plan should, too.
Your Domain Money Annual Membership provides year-round CFP® professional support to keep you on track, adapt as life changes, and identify new opportunities to get the most out of your money.
Our Process
Financial Foundations
Financial Wellness
Financial Planning
Investing
Cash Flow
Tax Strategy
Insurance Planning
Life's Milestones
Family Planning
Combining Finances
Education Planning
Retirement Planning
Estate Planning
Real Estate
Career
Equity Compensation
Career Planning
Meet your financial advisor
Get started building a financial plan today.
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