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
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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
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
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
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
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.
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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!

Reply from Domain Money
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.

Reply from Domain Money
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.

Reply from Domain Money
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!

Reply from Domain Money
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!

Reply from Domain Money
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.

Reply from 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.

Reply from Domain Money
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.

Reply from Domain Money
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