Resounding results. Rave reviews.

Discover how we’re helping our members get the most out of life with their money.

“Our CFP® Emily was extremely thorough and clearly knows their craft. They put in a lot of time and effort to help us review our finances and develop a solid plan. We highly recommend them to anyone looking for top-notch planning.”

Mark J.

Business Owner

New Jersey

Home Purchase

"The level of detail and orientation toward our specific goal of buying our dream home in LA went way beyond what I would ever be able to do on our own!"

Paula W.

Tech Executive

California

Home Purchase

Paula W.

Plan type: Strategic

Profile: 47, high-earning business owner making $400k annually between her S-corp business and a side hustle Schedule C. Located in New Jersey.

Why did Jennifer come to Domain Money?

Jennifer wanted expert guidance to maximize her high income and navigate a complex tax situation. She needed to know how much to set aside for taxes, how to optimize her retirement savings, and how to pay off her mortgage in 25 years—all while balancing her financial goals as a business owner and side hustler.

"I always worried I was missing something when it came to taxes and retirement planning. Domain Money not only showed me exactly what to do, but also gave me peace of mind that I’m making the smartest moves for my future."

How did Domain Money help?

Retirement Plan Optimization

Implemented 401(k) solutions for both her S-corp and Schedule C income, and mapped out exactly how much Jennifer should save each year—and where—to minimize taxes and achieve her retirement goals.

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Family Planning

"Our CFP® Adrianna calmed years of anxiety and uncertainty around finances in just 2 working sessions. Our plan is clear, concise, and actionable. We now feel confident about our family's financial future, thanks to their support."

Jordan M.

PR Consultant

Colorado

Family Planning

Jordan M.

Plan type: Strategic

Profile: 47, high-earning business owner making $400k annually between her S-corp business and a side hustle Schedule C. Located in New Jersey.

Why did Jennifer come to Domain Money?

Jennifer wanted expert guidance to maximize her high income and navigate a complex tax situation. She needed to know how much to set aside for taxes, how to optimize her retirement savings, and how to pay off her mortgage in 25 years—all while balancing her financial goals as a business owner and side hustler.

"I always worried I was missing something when it came to taxes and retirement planning. Domain Money not only showed me exactly what to do, but also gave me peace of mind that I’m making the smartest moves for my future."

How did Domain Money help?

Retirement Plan Optimization

Implemented 401(k) solutions for both her S-corp and Schedule C income, and mapped out exactly how much Jennifer should save each year—and where—to minimize taxes and achieve her retirement goals.

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Retiring Early

"Domain Money's plan to help us retire by 55 was so thorough! Our CFP® Nick was straightforward, had clear guidance, and was extremely knowledgeable. He went much deeper than any other financial advisor I have worked with in the past!"

Leslie W.

Technology Sales Executive

New York

Retiring Early

Leslie W.

Plan type: Strategic

Profile: 47, high-earning business owner making $400k annually between her S-corp business and a side hustle Schedule C. Located in New Jersey.

Why did Jennifer come to Domain Money?

Jennifer wanted expert guidance to maximize her high income and navigate a complex tax situation. She needed to know how much to set aside for taxes, how to optimize her retirement savings, and how to pay off her mortgage in 25 years—all while balancing her financial goals as a business owner and side hustler.

"I always worried I was missing something when it came to taxes and retirement planning. Domain Money not only showed me exactly what to do, but also gave me peace of mind that I’m making the smartest moves for my future."

How did Domain Money help?

Retirement Plan Optimization

Implemented 401(k) solutions for both her S-corp and Schedule C income, and mapped out exactly how much Jennifer should save each year—and where—to minimize taxes and achieve her retirement goals.

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Tax Minimization

"My CFP® Christine identified a deduction that my CPA didn't spot that saved me $1,300!! Thank you Domain Money!"

Jennifer A.

High-Earning Business Owner

Texas

Tax Minimization

Jennifer A.

Plan type: Strategic

Profile: 47, high-earning business owner making $400k annually between her S-corp business and a side hustle Schedule C. Located in New Jersey.

Why did Jennifer come to Domain Money?

Jennifer wanted expert guidance to maximize her high income and navigate a complex tax situation. She needed to know how much to set aside for taxes, how to optimize her retirement savings, and how to pay off her mortgage in 25 years—all while balancing her financial goals as a business owner and side hustler.

"I always worried I was missing something when it came to taxes and retirement planning. Domain Money not only showed me exactly what to do, but also gave me peace of mind that I’m making the smartest moves for my future."

How did Domain Money help?

Retirement Plan Optimization

Implemented 401(k) solutions for both her S-corp and Schedule C income, and mapped out exactly how much Jennifer should save each year—and where—to minimize taxes and achieve her retirement goals.

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stroke='#00303C' stroke-width='0.864583' stroke-linecap='round' stroke-linejoin='round'/> <path d='M21.2895 10.9633V4.92489C21.2895 4.69876 21.1997 4.48189 21.0398 4.32199C20.8799 4.1621 20.663 4.07227 20.4369 4.07227H17.879C17.4081 4.07227 17.0264 4.454 17.0264 4.92489V7.30903' stroke='#00303C' stroke-width='0.864583' stroke-linecap='round' stroke-linejoin='round'/> <path d='M19.5026 14.4922C21.8048 14.4922 23.671 16.3584 23.671 18.6606C23.671 20.9627 21.8048 22.829 19.5026 22.829C17.2005 22.829 15.3342 20.9627 15.3342 18.6606C15.3342 16.3584 17.2005 14.4922 19.5026 14.4922' stroke='#FF6B1A' stroke-width='0.864583' stroke-linecap='round' stroke-linejoin='round'/> <path d='M10.6921 21.7878V16.3878C10.6921 15.9169 11.0739 15.5352 11.5448 15.5352H13.25' stroke='#00303C' stroke-width='0.864583' stroke-linecap='round' stroke-linejoin='round'/> <path d='M5.21075 10.9629V21.7876' stroke='#00303C' stroke-width='0.864583' stroke-linecap='round' stroke-linejoin='round'/> <path d='M13.2502 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Investments

"Our CFP® Michael built us a solid investment strategy and plan, was very knowledgeable, and even spent the time to ensure we were getting the right help after our plan delivery. Couldn’t have asked for more!"

Stephen W.

Product Manager

Arizona

Investments

Stephen W.

Plan type: Strategic

Profile: 47, high-earning business owner making $400k annually between her S-corp business and a side hustle Schedule C. Located in New Jersey.

Why did Jennifer come to Domain Money?

Jennifer wanted expert guidance to maximize her high income and navigate a complex tax situation. She needed to know how much to set aside for taxes, how to optimize her retirement savings, and how to pay off her mortgage in 25 years—all while balancing her financial goals as a business owner and side hustler.

"I always worried I was missing something when it came to taxes and retirement planning. Domain Money not only showed me exactly what to do, but also gave me peace of mind that I’m making the smartest moves for my future."

How did Domain Money help?

Retirement Plan Optimization

Implemented 401(k) solutions for both her S-corp and Schedule C income, and mapped out exactly how much Jennifer should save each year—and where—to minimize taxes and achieve her retirement goals.

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Trustpilot

My wife and I had a fantastic experience working with Katy Song as our financial planner. She is extremely thorough and clearly knows her craft. Katy put in a lot of time and effort to help us review our finances and develop a solid plan. After working with her, we felt much more confident in how our investments were distributed. Not only is she professional and knowledgeable, but she’s also incredibly kind. We highly recommend her to anyone looking for top-notch financial planning.

Mark J.

My wife and I had a fantastic experience working with Katy Song as our financial planner. She is extremely thorough and clearly knows her craft. Katy put in a lot of time and effort to help us review our finances and develop a solid plan. After working with her, we felt much more confident in how our investments were distributed. Not only is she professional and knowledgeable, but she’s also incredibly kind. We highly recommend her to anyone looking for top-notch financial planning.

Mark J.
Essential with
Adrianna Adams

A great service, but the process could use some refinementI found Domain Money through Money with Katie and it sounded right up my alley, as I was looking for a third party to review my current financial situation and help me strategize how to take it to the next level. The second Strategic Plan session with Katy was extremely informative and helpful. I felt that she really understood my questions and goals for the Strategic Plan. All good things to say about Katy in particular!I imagine the company has grown pretty quickly over the past couple of years and my 3 star review is more related to the process. The Strategic Plan was a big investment for me and I was really excited to do it, but I felt that there were some steps missing to really benefit from the full service that I had paid for. The questionnaire asks pretty broad "visionary" questions and wasn't particularly well suited to outlining very specific questions/goals. I'm not a big dreamer, I think in very literal terms :) I was under the impression the first call would be more of a strategy session, but it was really a check-in on the plan that had already been started. During that call Katy expressed that she felt I may be better suited for the One Page Plan. I genuinely appreciated the honesty, but one document/statement I had uploaded hadn't been seen and was pretty critical to my selection of the Strategic Plan. That first session really ended up being more of a budget review since without that information it looked like I was pretty much spending everything I earned, but once I was able to explain my situation and goals to Katy, she took that information and was able to put together a very helpful plan. I'm looking forward to scheduling the follow up call that she offered to check in on my progress.I think I would recommend the service to friends, but would tell them to be as specific as possible during the questionnaire so that they can make the most out of their first meeting. Given the emphasis during the initial consultation on clients leaving 100% satisfied, I was a bit surprised that the only request for feedback was to write a Trustpilot review. I'm not typically one to leave an online review, but I do want to provide some (hopefully) constructive criticism that might help improve the process for future clients. I firmly believe that there's a huge need for this type of service and am thrilled that more companies like Domain Money are popping up. I would just encourage them to continue refining their process so that their clients can benefit as much as possible from their talented advisors.Updated 3/3/25I have appreciated all of the efforts Domain Money has made to improve upon my initial experience. I look forward to continuing to work with them in the future.

Brigid M.

A great service, but the process could use some refinementI found Domain Money through Money with Katie and it sounded right up my alley, as I was looking for a third party to review my current financial situation and help me strategize how to take it to the next level. The second Strategic Plan session with Katy was extremely informative and helpful. I felt that she really understood my questions and goals for the Strategic Plan. All good things to say about Katy in particular!I imagine the company has grown pretty quickly over the past couple of years and my 3 star review is more related to the process. The Strategic Plan was a big investment for me and I was really excited to do it, but I felt that there were some steps missing to really benefit from the full service that I had paid for. The questionnaire asks pretty broad "visionary" questions and wasn't particularly well suited to outlining very specific questions/goals. I'm not a big dreamer, I think in very literal terms :) I was under the impression the first call would be more of a strategy session, but it was really a check-in on the plan that had already been started. During that call Katy expressed that she felt I may be better suited for the One Page Plan. I genuinely appreciated the honesty, but one document/statement I had uploaded hadn't been seen and was pretty critical to my selection of the Strategic Plan. That first session really ended up being more of a budget review since without that information it looked like I was pretty much spending everything I earned, but once I was able to explain my situation and goals to Katy, she took that information and was able to put together a very helpful plan. I'm looking forward to scheduling the follow up call that she offered to check in on my progress.I think I would recommend the service to friends, but would tell them to be as specific as possible during the questionnaire so that they can make the most out of their first meeting. Given the emphasis during the initial consultation on clients leaving 100% satisfied, I was a bit surprised that the only request for feedback was to write a Trustpilot review. I'm not typically one to leave an online review, but I do want to provide some (hopefully) constructive criticism that might help improve the process for future clients. I firmly believe that there's a huge need for this type of service and am thrilled that more companies like Domain Money are popping up. I would just encourage them to continue refining their process so that their clients can benefit as much as possible from their talented advisors.Updated 3/3/25I have appreciated all of the efforts Domain Money has made to improve upon my initial experience. I look forward to continuing to work with them in the future.

Brigid M.
Essential with
Adrianna Adams

I am a huge fan of Domain Money and my personal CFP Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an actionable and understandable strategy that we can revisit annually.I would highly recommend both Domain Money and Adrianna to friends and colleagues alike, as peace of mind for your family's financial future is priceless!

Brian P.

I am a huge fan of Domain Money and my personal CFP Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an actionable and understandable strategy that we can revisit annually.I would highly recommend both Domain Money and Adrianna to friends and colleagues alike, as peace of mind for your family's financial future is priceless!

Brian P.
Essential with
Adrianna Adams

We are new to personal finance and only just now in a position to even think about saving and investing. Katy offered packages that were perfect for where we are in our personal finance journey. She helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We are already seeing the benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

Suraya

We are new to personal finance and only just now in a position to even think about saving and investing. Katy offered packages that were perfect for where we are in our personal finance journey. She helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We are already seeing the benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

Suraya
Essential with
Adrianna Adams

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy for years- she helped develop a framework and plan for saving and investing that helps us meet our financial (and life!) goals. Actually- the process of working with Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!

Eli

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy for years- she helped develop a framework and plan for saving and investing that helps us meet our financial (and life!) goals. Actually- the process of working with Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!

Eli
Essential with
Adrianna Adams

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

Brianna
Essential with
Adrianna Adams

My husband and I have worked with Katy for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. Added bonus, she is so funny and personable, making every meeting a pleasure. I can't recommend Katy enough.

Erica

My husband and I have worked with Katy for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. Added bonus, she is so funny and personable, making every meeting a pleasure. I can't recommend Katy enough.

Erica
Essential with
Adrianna Adams

I highly recommend Katy and Domain Money. She has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree Katy is one of the best. We continue to reference our strategic plan a year after it was prepared, and get tremendous value in quarterly check-ins with her. We highly recommend working with Katy!

Christine

I highly recommend Katy and Domain Money. She has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree Katy is one of the best. We continue to reference our strategic plan a year after it was prepared, and get tremendous value in quarterly check-ins with her. We highly recommend working with Katy!

Christine
Essential with
Adrianna Adams

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.

Zach

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.

Zach
Essential with
Adrianna Adams

We've had a fantastic experience with Katy Song. She helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.

Edmund

We've had a fantastic experience with Katy Song. She helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.

Edmund
Essential with
Adrianna Adams

We have been working with Katy for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. As others have said she's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

Sarah

We have been working with Katy for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. As others have said she's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

Sarah
Essential with
Adrianna Adams

Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Jacob

Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Jacob
Essential with
Adrianna Adams

We worked with Katy at Domain Money and highly recommend working with her. She spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.

Aaron

We worked with Katy at Domain Money and highly recommend working with her. She spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.

Aaron
Essential with
Adrianna Adams

I had procrastinated for a long time to take care of my finances and have solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Katy and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading in my head.

Marcella

I had procrastinated for a long time to take care of my finances and have solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Katy and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading in my head.

Marcella
Essential with
Adrianna Adams

I have had an excellent experience working with Katy Song! She has been our sage voice of financial reason since 2014. Katy is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our bi annual meetings with Katy we feel confident that we are on the right track for college and retirement savings.

Maeve

I have had an excellent experience working with Katy Song! She has been our sage voice of financial reason since 2014. Katy is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our bi annual meetings with Katy we feel confident that we are on the right track for college and retirement savings.

Maeve
Essential with
Adrianna Adams

Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Nicole

Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Nicole
Essential with
Adrianna Adams

I was in the market for financial advice. You'd think as a 30-something millennial I'd have my X together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. I guess I saw the price and was like um, but then, given I spend so much on Equinox, Barrys, dinners out, Erewhon smoothies, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it and I'd recommend anyone to get on this train.

Alexander

I was in the market for financial advice. You'd think as a 30-something millennial I'd have my X together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. I guess I saw the price and was like um, but then, given I spend so much on Equinox, Barrys, dinners out, Erewhon smoothies, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it and I'd recommend anyone to get on this train.

Alexander
Essential with
Adrianna Adams

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic Essential Plan, but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions and look forward to building a relationship with both Adrianna and Domain Money.

Aaron

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic Essential Plan, but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions and look forward to building a relationship with both Adrianna and Domain Money.

Aaron
Essential with
Adrianna Adams

Katy helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Katie to anyone who doesn't know where to start.

Millicent

Katy helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Katie to anyone who doesn't know where to start.

Millicent
Essential with
Adrianna Adams

Alyssa and Jacob S.

Software engineer and marketing manager

.

California

Plan Type

Strategic

“I felt very confused by what I should do and now it all makes sense. I feel more confident and am no longer daunted by my finances or frozen with indecision. I’m already recommending Domain to other coworkers and friends!”

Plan Type

Essential

Strategic

Comprehensive

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Chelsea

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Chelsea
Essential with
Adrianna Adams

I’m already recommending Brian to other coworkers and friends. I felt very confused by what I should do and now it all makes sense. I feel more confident that I can tackle my short and long terms, and also realize that I’m closer than I initially thought. I’m no longer daunted by my finances and frozen with indecision, I feel capable of managing this on my own now. Thanks Brian!

Aja S.

I’m already recommending Brian to other coworkers and friends. I felt very confused by what I should do and now it all makes sense. I feel more confident that I can tackle my short and long terms, and also realize that I’m closer than I initially thought. I’m no longer daunted by my finances and frozen with indecision, I feel capable of managing this on my own now. Thanks Brian!

Aja S.
Essential with
Adrianna Adams

The level of detail and orientation toward my specific goals went way beyond what I would ever be able to accomplish on my own. Her expert advice is so appreciated and I've already recommended Domain to friends who are coming up on some life changes and looking for guidance.

Allyson W.

The level of detail and orientation toward my specific goals went way beyond what I would ever be able to accomplish on my own. Her expert advice is so appreciated and I've already recommended Domain to friends who are coming up on some life changes and looking for guidance.

Allyson W.
Essential with
Adrianna Adams

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.

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.

Erin
Essential with
Adrianna Adams

Christine is amazing! This is everything that I was looking for in regards to help with my family's financials.

Allison R.

Christine is amazing! This is everything that I was looking for in regards to help with my family's financials.

Allison R.
Essential with
Adrianna Adams

Michael was very helpful, clear, and walked us through every aspect of our plan. Would highly recommend to anyone else.

Jack M.

Michael was very helpful, clear, and walked us through every aspect of our plan. Would highly recommend to anyone else.

Jack M.
Essential with
Adrianna Adams

Super productive meeting! We have clear action items and comfort that what we have been doing is on the right track. Brian listened to our goals during our initial consult and addressed everything and more in the delivery meeting. We are super happy with the experience.

Elizabeth R.

Super productive meeting! We have clear action items and comfort that what we have been doing is on the right track. Brian listened to our goals during our initial consult and addressed everything and more in the delivery meeting. We are super happy with the experience.

Elizabeth R.
Essential with
Adrianna Adams

Michael was very helpful throughout the process with our situation being a bit unique. He was willing to sort through multiple budgets to get our details in line and provided a lot of clarity for both short term and long term strategies.

April E.

Michael was very helpful throughout the process with our situation being a bit unique. He was willing to sort through multiple budgets to get our details in line and provided a lot of clarity for both short term and long term strategies.

April E.
Essential with
Adrianna Adams

Alicija was extremely thoughtful and articulate throughout the process. She explained everything well and made this is a collaborative experience.

Amit G.

Alicija was extremely thoughtful and articulate throughout the process. She explained everything well and made this is a collaborative experience.

Amit G.
Essential with
Adrianna Adams

Brian was encouraging, thorough, and understanding of my specific situation.

KB

Brian was encouraging, thorough, and understanding of my specific situation.

KB
Essential with
Adrianna Adams

Mitchell took great care of me throughout this whole process of planning my retirement. I felt like he saw 'the big picture' in terms of my life goals. Mitchell pays the closest attention to details. Nothing was left undone. He even remembered my family members' names. My one page plan is so helpful to me to follow through with retirement tasks and goals. I need that kind of direction. Best of all, I have peace of mind and not fear of what lies ahead for me financially. I trust Mitchell and can recommend him without hesitation. I'm so glad I chose Domain Money. What a cool business model. Pay a flat fee instead of getting churned for AUM fees over time. Great company for help with retirement planning. Kudos to Mitchell!

Patricia

Mitchell took great care of me throughout this whole process of planning my retirement. I felt like he saw 'the big picture' in terms of my life goals. Mitchell pays the closest attention to details. Nothing was left undone. He even remembered my family members' names. My one page plan is so helpful to me to follow through with retirement tasks and goals. I need that kind of direction. Best of all, I have peace of mind and not fear of what lies ahead for me financially. I trust Mitchell and can recommend him without hesitation. I'm so glad I chose Domain Money. What a cool business model. Pay a flat fee instead of getting churned for AUM fees over time. Great company for help with retirement planning. Kudos to Mitchell!

Patricia
Essential with
Adrianna Adams

This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!

John

This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!

John
Essential with
Adrianna Adams

Mitch was very helpful and knowledgeable.  He explained things clearly and without judgment.  He ensured we understood a section before moving on, and took the time to get to know us better.

Aubrey

Mitch was very helpful and knowledgeable.  He explained things clearly and without judgment.  He ensured we understood a section before moving on, and took the time to get to know us better.

Aubrey
Essential with
Adrianna Adams

Katy listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.

Katie

Katy listened to us, was clear with what we should/could do, encouraged us, and also made us laugh.

Katie
Essential with
Adrianna Adams

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.

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.

Jeff
Essential with
Adrianna Adams

I got exactly what I wanted out of the initial assessment phase and truly appreciate the model of setting an initial plan with the opportunity for updates along the way. Adrianna was responsible to any question I had and she set me up for success with a measured plan a long with laying out options for how to handle my financial future. Looking forward to being a Domain customer beyond my initial plan creation.

Reed

I got exactly what I wanted out of the initial assessment phase and truly appreciate the model of setting an initial plan with the opportunity for updates along the way. Adrianna was responsible to any question I had and she set me up for success with a measured plan a long with laying out options for how to handle my financial future. Looking forward to being a Domain customer beyond my initial plan creation.

Reed
Essential with
Adrianna Adams

Adrianna is great and I will continue to work with her in the future!

Erin

Adrianna is great and I will continue to work with her in the future!

Erin
Essential with
Adrianna Adams

Great communication. Easy to work with. Super informative.

Tyrese

Great communication. Easy to work with. Super informative.

Tyrese
Essential with
Adrianna Adams

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

Tyler
Essential with
Adrianna Adams

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!

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!

Aaron
Essential with
Adrianna Adams

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.

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.

Joanna
Essential with
Adrianna Adams

Brian was easy to work with and seemed very knowledgeable.

Scott P.

Brian was easy to work with and seemed very knowledgeable.

Scott P.
Essential with
Adrianna Adams

Christine was great end to end. The right balance of professionalism, realism, and levity. No question too small or too big. Kept the process moving without being overwhelming or pushy. Great job.

Heather T.

Christine was great end to end. The right balance of professionalism, realism, and levity. No question too small or too big. Kept the process moving without being overwhelming or pushy. Great job.

Heather T.
Essential with
Adrianna Adams

Christine was very patient, informative, and overall wonderful to work with. We’ll definitely be using her expertise for the foreseeable future.

Michael P.

Christine was very patient, informative, and overall wonderful to work with. We’ll definitely be using her expertise for the foreseeable future.

Michael P.
Essential with
Adrianna Adams

Brian spent so much time to understand our situation and provide fantastic advice. I was resonate of using an advisor and I was so pleasantly surprised. Fantastic investment and I feel we not only met with someone who knows his space - also he was friendly and someone both my husband and I felt at ease with. Thank you!!!!! A huge weight has been lifted knowing more about our financial outlook.

Elaine H.

Brian spent so much time to understand our situation and provide fantastic advice. I was resonate of using an advisor and I was so pleasantly surprised. Fantastic investment and I feel we not only met with someone who knows his space - also he was friendly and someone both my husband and I felt at ease with. Thank you!!!!! A huge weight has been lifted knowing more about our financial outlook.

Elaine H.
Essential with
Adrianna Adams

We couldn’t be happier with Adrianna. She has taken the time to get to know us and our goals and she has given us the assurance we were seeking that we are on the right path to retirement. Her action plan is clear and there are recommendations I would not have considered without her input. We look forward to continuing to work with her!

Tom H.

We couldn’t be happier with Adrianna. She has taken the time to get to know us and our goals and she has given us the assurance we were seeking that we are on the right path to retirement. Her action plan is clear and there are recommendations I would not have considered without her input. We look forward to continuing to work with her!

Tom H.
Essential with
Adrianna Adams

Amazing service

John P.

Amazing service

John P.
Essential with
Adrianna Adams

Adrianna was great at communicating with us. She answered all of our questions and really understood what we were trying to achieve with our financial plan.

Abby D.

Adrianna was great at communicating with us. She answered all of our questions and really understood what we were trying to achieve with our financial plan.

Abby D.
Essential with
Adrianna Adams

Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan. We highly recommend Brian for anyone seeking a knowledgeable and adaptable financial advisor.

Eric

Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan. We highly recommend Brian for anyone seeking a knowledgeable and adaptable financial advisor.

Eric
Essential with
Adrianna Adams

Katy was fantastic to work with. She truly listened to all our goals in our first meeting to put a financial plan together that covered everything we asked for. Katy has an exceptional ability to dumb things down for her clients in a way that never makes you feel like you’re asking dumb questions. I look forward to using Domain Money for all future financial planning and would highly recommend to all my family and friends.

Emma

Katy was fantastic to work with. She truly listened to all our goals in our first meeting to put a financial plan together that covered everything we asked for. Katy has an exceptional ability to dumb things down for her clients in a way that never makes you feel like you’re asking dumb questions. I look forward to using Domain Money for all future financial planning and would highly recommend to all my family and friends.

Emma
Essential with
Adrianna Adams

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!

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!

Kristin
Essential with
Adrianna Adams

Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Eric

Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Eric
Essential with
Adrianna Adams

Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Katy through the Southern Marin Mother's Club.

Carrie

Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Katy through the Southern Marin Mother's Club.

Carrie
Essential with
Adrianna Adams

She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.

Whitney

She was wonderful to work with! She listened to us and put together a great, achievable plan that hits the goals we care about.

Whitney
Essential with
Adrianna Adams

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All testimonials on this page 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. The profile images are for representational purposes only and do not depict any actual client images.