Domain Money Reviews 48

TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

Domain and Chelsea have been game changers. I've spent over a year agonizing over the things that Chelsea gave us total clarity about during our delivery call earlier this month. We are in far better... See more

Company replied

Rated 5 out of 5 stars

We were looking for a financial advisor who would just develop a plan that we could implement ourselves and Domain Money provided exactly that. We worked with Jimmy Murphy who was friendly, responsive... See more

Company replied

Rated 5 out of 5 stars

Adrianna is great. She is incredibly thorough and explains things in ways non-finance people can understand. She presented different options, listened to us, and gave us very concrete steps to take, e... See more

Company replied

Rated 5 out of 5 stars

Cody Winter is knowledgeable, kind, and a good listener. He has patience to explain financial questions for amateurs. He is open to new ideas and explains his views so you understand better.

Company replied

Company details

  1. Financial Planner

Written by the company

Domain Money provides financial planning with expert advisors, all for a flat fee. Our advisors are CFP professionals who will get to know you and build a plan to help you live your best life. We don't sell products or pressure clients to move their assets, and there are no minimums. We've helped hundreds of clients build plans to help them achieve their goals. Get started today with a Free Strategy Session.


Contact info

4.8

Excellent

TrustScore 5 out of 5

48 reviews

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Rated 5 out of 5 stars

Katy is tremendous

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!

May 10, 2024
Unprompted review
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Reply from Domain Money

So good to hear thanks Jacob!

Rated 5 out of 5 stars

I have had an excellent experience…

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.

January 14, 2024
Unprompted review
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Reply from Domain Money

Thank you Maeve great to hear

Rated 5 out of 5 stars

Adrianna was super knowledgeable

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.

April 26, 2024
Unprompted review
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Reply from Domain Money

Thanks for the kind words Zach! We'll pass this onto Adrianna.

Rated 5 out of 5 stars

10/10 would recommend

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!

June 22, 2023
Unprompted review
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Reply from Domain Money

Thanks for great review Eli! We'll pass your comments onto Katy.

Rated 5 out of 5 stars

Katy is the best!

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!

May 9, 2023
Unprompted review
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Reply from Domain Money

We'll pass your kind words onto Katy, thanks Brianna!

Rated 5 out of 5 stars

Katy is an easy person to talk to

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.

May 2, 2024
Unprompted review
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Reply from Domain Money

Thanks for your review Nicole!

Rated 5 out of 5 stars

If you're a 30-something millennial, it's time to get your act together and use Domain Money!

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.

April 29, 2024
Unprompted review
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Reply from Domain Money

Thanks for the kind words Alexander, great to hear!

Rated 5 out of 5 stars

Domain Money is exactly what I was looking for!

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 finanial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic one page plan (which is more than one page), 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.

April 29, 2024
Unprompted review
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Reply from Domain Money

Thank you for the kind review Aaron, great to hear!

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