domainmoney.com

4.9
4.9 Based on 30 reviews

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 asset...

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Vicky Harris
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!

5
Date of experience: Jun 22, 2023

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Business Details

  • 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

  • language https://domainmoney.com

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