Get $1,000, Give $500

Refer a friend to Domain Money, earn $1,000, and they’ll get $500 off their membership.

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Rating is sourced fromTrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.

How it works
1.
Share your referral link
Enter your email and get a unique referral link to share with friends, family, or coworkers.
2.
Your referral meets with a CFP®
One of our expert CFP's® will get to know their goals, priorities, and start mapping out how to get there.
3.
Earn $1,000 for each referral
You earn $1,000 when your referral pays their deposit. And they get $500 off their plan. Talk about a win-win!

Enter your email address and we’ll generate a unique referral link that you can share with friends and family any way you’d like.

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Our memberships
What's better than having a financial plan and ongoing CFP® support that works for you and the life you want to build? Helping someone you care about experience that same feeling!
Learn more

Essential

$3,200

Year 1 Initial Planning

Renews annually at $1,800

Best for

Young professionals, couples merging finances, and those starting their financial journey.

Strategic

$4,800

Year 1 Initial Planning

Renews annually at $2,500

Best for

Rising professionals, employees with equity compensation, and those building wealth.

Comprehensive

$7,800

Year 1 Initial Planning

Renews annually at $4,500

Best for

High earners, business owners, complex financial situations, and those seeking complete financial mastery.

Essential Plan
$3,200
The Essential Plan provides a tactical guide for those starting out and wanting to optimize their financial resources.
Strategic Plan
$4,800
The Strategic Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations.
Comprehensive Plan
$7,800
The Comprehensive Plan includes everything in your life with a dollar sign, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations.

  • "Domain is amazing! They tailored my plan and action items so that all of my goals feel within reach. My advisor is beyond encouraging and makes me feel proud of my overall financial outlook!"

    - Tracy Z.

  • "Domain Money rocks! My CFP quickly grasped our diverse financial history and presented an actionable and understandable strategy. I would highly recommend Domain, as peace of mind for my family's future is priceless!"

    - Brian P.

  • "Domain Money was amazing! They provided a detailed analysis of our financial situation, plan, and some value-add recommendations to help us move the needle further!"

    - Zack W.

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. Profile photos are for representation purposes only and not actual clients.

Referral Program FAQs
Participation in the referral program is subject to the full terms and conditions.
How does the referral program work?

To participate, enter your email to generate a unique referral link. Share this link with friends and family. After your friends have paid a deposit on their Domain Money plan, we'll send you a payment.

How do I generate a unique referral link?

Simply enter your email and we'll create a unique referral link for you. This link can be shared through various channels like social media, email, or text.

Is there a limit to the number of referrals I can make?

There is no limit to the number of referrals you can make. However, If you earn more than $1,000 in referral rewards in a 12-month period, we’ll just ask you to sign a simple disclosure agreement, as required by SEC regulations. It’s quick, straightforward, and ensures we stay fully transparent.

How will I know if my referral made a purchase?

We will notify you via email once your referral has successfully made their deposit on one of our plans.

Can I refer someone who is already a customer?

Unfortunately, the referral program is designed for new customers only. Referrals must be individuals who have not previously purchased a plan from us.