Review Time
My advisor, Christine Damico, was very detailed, addressed my main concerns and answered my questions throughout the plan delivery call to help me understand concepts I was unaware of. I feel much more excited about my financial future compared to where I was a few months ago!
I was really happy with my experience. The process was easy, straight forward and extremely helpful. It provided my exactly what I was looking for in my financial plan. If you are looking for guidance financially on how to achieve your goals, this is a great platform. All the tools and guidance you need with only a one time fee.
Upon reviewing the overall plan, I find it practical and well-analyzed. My interactions with your partners were productive, and it was evident they were committed to developing a suitable plan for me, taking my current situation into account.
Adrianna! I think that's going to be the new family byword for "what a pleasurable experience." The professionalism and expertise, coupled with a deft human touch, made the cringiness factor of taking a cold, hard, piercing look at our financial situation almost enjoyable. We procrastinated doing this for years - my advice today is to get Adrianna to help you as soon as possible.
Domain Money performed a comprehensive review of my financial situation and provided a detailed financial plan that’s easy to follow and understand. I worked with Tyson Fuller, who was terrific. He was particularly helpful in bringing discipline to my historical do-it-yourself investment allocation and mapping out my next 10 years until retirement. He spent the time needed to understand my circumstances and goals and tailored a plan and detailed forecasting specific to my situation. As a mostly buy-and-hold investor, it’s hard to justify the ongoing annual management fee charged by traditional financial planners. Domain Money was a perfect solution for me. They provided a comprehensive and thoughtful plan that I can follow for a modest up front fee. I plan to continue with annual reviews and plan updates, which are also reasonably priced. The cost of Domain Money is far less than the traditional asset based investment management fees charged by most financial planners, and their plan addresses all areas and not just investment management. I also love that they pay for my Monarch subscription. This was exactly what I needed to take control of my financial planning and I highly recommend Domain Money and Tyson Fuller.
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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.See more
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