The Strategic
Plan
Reaching your financial goals isn't just about getting there—it's about getting there smarter. Maximize your financial potential with expert guidance that evolves with your life.
Why the Strategic Plan?
The Strategic Plan maximizes your financial potential and accelerates progress toward every goal. Whether you're building wealth, seeking financial independence, or planning for the future, you'll receive a step-by-step roadmap that factors in your unique financial situation.
For Parents and Couples
With our experts, design and implement strategies that maximize your family’s financial future.
For Rising Professionals
Build wealth and optimize cash flow, as you advance in your career.
For Business Owners
People who need help balancing personal and business finances, including retirement planning for themselves and employees, tax optimization, and succession planning.
For Employees with Equity
Rely on us to maximize stock options and RSUs with tax efficient strategies.
For Real Estate Owners
Strategic planning to make the most of your real estate investments.
For High Earners
Expert guidance and efficient wealth management solutions to optimize your income.
How It Works
Turn your financial dreams into reality, one step at a time.
Step 1
We start with a deep dive into your priorities and goals, to understand what matters most.
Step 2
From spending to taxes to investments, we analyze everything that touches your financial life.
Step 3
We create a detailed, step-by-step action plan that helps you reach your goals, and works for your life.
Step 4
Your dedicated CFP® professional is always available to help keep you on track, and adjust your plan as life unfolds.
Topics covered
Get expert analysis across the areas that matter most and find new ways to make your money start working harder for you.
Goal setting
Prioritize your financial goals and create a system for making trade-offs
Establish realistic timelines and assess feasibility
Cash Flow Analysis
Review income sources and spending patterns
Develop a 12-month spending plan
Optimize cash returns
Establish emergency savings
Plan for major expenses
Tax Planning
Maximize tax-advantaged accounts for optimal growth
Identify potential deductions and credits
Strategically use tax-loss harvesting to keep more money working toward your goals
Investments
Detail analysis of current investments and asset allocation
Get recommendations based on goals and risk tolerance
Diversification strategies for concentrated positions
Equity Compensation
Optimize your RSU/ESPP strategy through a personalized schedule
Navigate complex stock options with tax-efficient plans for your NSOs and ISOs
Get tax projections to minimize tax burden when selling
Retirement Savings
Maximize 401(k) and IRA strategies
Calculate required savings for retirement and/or financial independence
Consolidate and align retirement assets
Real Estate Planning
Home purchase affordability analysis
"Keep vs. Sell" analysis of your current home
Analyze investment properties to evaluate potential acquisitions
Boost rental property income by identifying strategies to increase profitability
Education Savings
Calculate funding goals for different college scenarios
Choose the best type of account to fund education goals
What you get
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
Domain’s 100% Satisfaction Guarantee
Get Domain Money and if you don't love it, we’ll give you your money back!
Your Dedicated CFP® Professional
The partnership that maximizes your financial potential
Your CFP® professional becomes your trusted financial partner; understanding your goals, adapting to life's changes, and keeping your money aligned with what matters most. We build a relationship based on expertise and genuine care for your financial wellbeing.
This personalized partnership provides peace of mind through every financial decision point and milestone in your life, allowing you to focus on what you truly enjoy while remaining confident your financial future is in expert hands.
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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.