Domain MoneyReviews of domainmoney.com

I am a huge fan of Domain Money and my personal CFP Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an actionable and understandable strategy that we can revisit annually. I would highly recommend both Domain Money and Adrianna to friends and colleagues alike, as peace of mind for your family's financial future is priceless!

I found Domain Money through Money with Katie and it sounded right up my alley, as I was looking for a third party to review my current financial situation and help me strategize how to take it to the next level. The second Strategic Plan session with Katy was extremely informative and helpful. I felt that she really understood my questions and goals for the Strategic Plan. All good things to say about Katy in particular! I imagine the company has grown pretty quickly over the past couple of years and my 3 star review is more related to the process. The Strategic Plan was a big investment for me and I was really excited to do it, but I felt that there were some steps missing to really benefit from the full service that I had paid for. The questionnaire asks pretty broad "visionary" questions and wasn't particularly well suited to outlining very specific questions/goals. I'm not a big dreamer, I think in very literal terms :) I was under the impression the first call would be more of a strategy session, but it was really a check-in on the plan that had already been started. During that call Katy expressed that she felt I may be better suited for the One Page Plan. I genuinely appreciated the honesty, but one document/statement I had uploaded hadn't been seen and was pretty critical to my selection of the Strategic Plan. That first session really ended up being more of a budget review since without that information it looked like I was pretty much spending everything I earned, but once I was able to explain my situation and goals to Katy, she took that information and was able to put together a very helpful plan. I'm looking forward to scheduling the follow up call that she offered to check in on my progress. I think I would recommend the service to friends, but would tell them to be as specific as possible during the questionnaire so that they can make the most out of their first meeting. Given the emphasis during the initial consultation on clients leaving 100% satisfied, I was a bit surprised that the only request for feedback was to write a Trustpilot review. I'm not typically one to leave an online review, but I do want to provide some (hopefully) constructive criticism that might help improve the process for future clients. I firmly believe that there's a huge need for this type of service and am thrilled that more companies like Domain Money are popping up. I would just encourage them to continue refining their process so that their clients can benefit as much as possible from their talented advisors. Updated 3/3/25 I have appreciated all of the efforts Domain Money has made to improve upon my initial experience. I look forward to continuing to work with them in the future.

Katy is a dream to work with. She has been working with my husband and I for close to 10 years. Katy offers no judgement, only encouragement and takes the anxiety out of finances for both of us. We highly. highly recommend. She is a gift!

Thank you Katy for explaining what I am unfamiliar with, in a way that helped me make informative decisions on my financial plans.

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!

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.

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.

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!