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Domain Money

Plans designed to move clients forward

Our plans are designed to be simple, transparent and tailored to your clients needs.

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Money Back Guarantee

We are so confident your clients will love our solution, we offer a 100% satisfaction money back guarantee. See our Terms & Conditions.

Plans for all types of smaller account clients

Essential

$3,900

Year 1 Initial Planning

Annually

Best for

W-2 professionals, DIYers looking for a professional second opinion, and those who are building their foundation.

What you get

  • Dedicated CFP® professional

  • Your partner included for free

  • 1 coaching session each year

  • Interactive financial plan with action items

  • 0% AUM Investment Management

  • Investing strategy

  • 3.5% APY on cash savings¹

  • Cash flow & spending

  • Home affordability, retirement, debt & child education savings planning

Strategic

Most Popular

$5,200

Year 1 Initial Planning

Annually

Best for

Families and mid-career professionals who are “busy-complex” and want to maximize their money.

Everything in Essential, plus

  • 3 total coaching sessions per year

  • Tax filing & tax optimization strategy

  • Back-Door Roth conversions

  • Direct Indexing & Tax Loss Harvesting²

  • Equity comp planning for RSU & ESPP

  • Real estate keep vs. sell analysis

  • Estate plan document creation

  • Life insurance and employee benefits

Comprehensive

$9,000

Year 1 Initial Planning

Annually

Best for

Higher net-worth individuals, pre-retirees, and those with big life decisions that want to ensure no stone is left unturned.

Everything in Strategic, plus

  • Unlimited coaching sessions and concierge support team

  • Unlimited K-1s & investment properties

  • Equity comp planning for ISO, NSO, etc.

  • Roth conversion laddering & retirement investment drawdown analysis

  • Home renovation vs relocation

  • Existing estate plan, funding attorney & notary support³

  • Life, disability, property & long-term care insurance planning

  • Charitable giving strategies

Essential
Strategic
Comprehensive

Dedicated CFP® Professional

Initial Planning Meetings

2

2

2

Annual Plan Presentation

Annual CFP Coaching Sessions

1

3

Unlimited

Concierge Support Team

—

—

Additional CFP Support Access

Email

Email

Email & Phone

Your Plan & Tools

Goal Setting & Funding

Financial Model

Interactive Plan with Action Items

Goal Tracking & Prioritization

100% Satisfaction Guarantee

Annual Plan Update

Cash Flow Analysis

Annual Cash Flow Audit

Spending Plan

Major Purchase & Cashflow Stress Testing

Variable Compensation Planning

Cash Flow Scenario Planning

Retirement Planning

Lifestyle & Needs Discovery

Net Worth Targeting

Retirement Timeline Modeling

Annual Savings Blueprint

Retirement Plan Consolidation

Long-Term Care & Healthcare Stress Testing

—

Roth Conversion Laddering

—

—

Investment Drawdown Analysis

—

—

Social Security Optimization

—

—

IRMAA Limits Optimization

—

—

Real Estate Planning

First-Time Homebuyer Modeling

Home Affordability Analysis & Down Payment Strategy

Mortgage Paydown vs. Investing Analysis

Real Estate Taxes (Primary Residence)

Mortgage Refinancing Analysis

—

Keep vs. Sell Analysis

—

Renovation vs Relocation Analysis

—

—

Real Estate Insurance Risk Analysis

—

—

Education Savings

Education Funding Strategy & Tracking

College Savings Analysis

Tax-Advantaged Savings Strategy

—

Private K-12 Cost Planning

—

529-to-Roth IRA Rollover Planning

—

Cash Flow & Funding Sequencing

—

Family Funding & Gifting Coordination

—

—

Private K-12 vs. Relocation Analysis

—

—

Debt Management

Liability Audit

Debt-to-Equity Optimization

Credit Building

Consumer Debt Paydown Strategy

—

Mortgage Refinance Analysis

—

Strategic Leverage Modeling

—

Investment Planning

Risk Profile Assessments

Portfolio Analysis & Construction

Ongoing Portfolio Rebalancing

Investment Account Fee Transparency Audit

Investment Management (0% AUM)

0% AUM Investment Portfolio Management

3.5% APY on Cash Savings¹

Tax Loss Harvesting²

—

Direct Indexing

—

Tax Planning

Tax-Efficient Investment & Asset Location Strategy

Tax-Loss & Tax-Gain Harvesting

Forward-Looking Tax Projections

—

Review of Prior Tax Return

—

Backdoor & Mega Backdoor Roth Coordination

—

Charitable Giving Optimization

—

Equity & Variable Comp Tax Mapping

—

—

Tax Filing*

Personal Federal Tax Return (Single filing OR household filing jointly)

—

Personal State Tax Return (Single filing OR household filing jointly)

—

2 States

Unlimited

Real Estate Investment Properties

—

Up to 3

Unlimited

K-1 Filings

—

2

Unlimited

Foreign Forms & Schedules

—

Live Tax Consultations (1 Hour)

—

—

Audit Protection

—

—

*We are not CPAs or an accounting firm. Domain Money has a partnership with Taxfyle in an effort to provide clients with tax filing services. Taxfyle is not affiliated with Domain Money.

Insurance & Protection

Life Insurance Coverage Recommendations

Employee Benefits Analysis

—

Existing Life, Disability, & LT Care Policy Review

—

—

Property & Casualty Insurance Policy Review

—

—

Equity Compensation

RSU Tax Projections & Vesting Analysis

RSU Cash Flow & Goal Mapping

ESPP Maximization Strategy

Charitable Gifting of Appreciated Stock

Concentrated Position & Diversification Planning

—

Liquidity Planning

—

NSO & ISOs Exercise Projections

—

—

Net Unrealized Appreciation (NUA) Optimization

—

—

Separation & Post-Employment Strategy

—

—

Estate Planning**

Revocable Trust Creation

—

Last Will & Testament Creation

—

Power of Attorney Creation

—

Advanced Health Care Directive Creation

—

Evaluation of Existing Estate Plan

—

—

Reviewing & Updating Beneficiary Designations

—

—

Support Funding Your Trust

—

—

Attorney Support, Mobile Notary, & Deed Transfer³

—

—

Human Concierge + AI-Chat Onboarding³

—

—

**We are not estate attorneys, Domain Money is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.

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1) 3.20% APY for the Altruist Cash accounts (‘Altruist Cash’), as of February 2026. The Annual Percentage Yield (‘APY’) is variable and may change at any time. The amount of interest you will receive on your deposits will vary based on a number of factors. Accrued interest is paid on the last business day of the month directly into the Altruist Cash account. For addition information please visit Altruist and its disclaimers. APY Interest rate is impacted by the federal funds rate and is adjusted in line with changes made by the Federal Reserve.
2) Domain Money uses the services of TAMPs to manage your assets. While often no additional fees are charged by the TAMPs, on occasion for some strategies, an asset-based fee is charged directly by the TAMPs. Domain Money does not receive any portion of the fee charged by the TAMPs. You will be notified before Domain Money recommends investment in a TAMP strategy where this fee may be charged
3) Not currently available in all states.
4) See full Money Back Guarantee Terms & Conditions..