Expert Planning for Financial Freedom
You’ve been learning how to build wealth with us on the BiggerPockets Money Podcast. A flat-fee CFP® professional can help you turn your knowledge into action.
Here’s the thing about financial planning…
We’ve spent years helping our community understand that financial freedom is attainable for everyone. You’ve learned the strategies, you know the principles, and you’re ready to execute. But even the most dedicated DIYer eventually needs a second set of expert eyes on their plan.
That’s where our partnership with Domain Money comes in.
We specifically sought out David Jackson, CFP®, and the Domain Money team because they share our values: no AUM fees eating into your returns, no commissions creating conflicts of interest, and no sky-high minimums keeping everyday people out. Just flat-fee planning from CFP® professionals who understand the FIRE journey.
WHAT YOU’LL GET
A dedicated advisor and a personalized plan.
You’ll work with a CFP® professional who will dive deep into your finances, your dreams, and your life, and generate a crystal clear plan to reach your goals.
Expert wealth and investment advice.
You’ll receive professional investment guidance that’s appropriate for your goals, risk tolerance, and tax considerations.
A flat fee with no strings attached.
Pricing is transparent and focused only on giving you unbiased advice. No AUM fees. No commissions. No pressure.
Professional financial advice with no misaligned incentives.
Domain Money’s advisors are CFP® professionals–which means they’re not incentivized to sell products or steer you toward specific investments, but are focused on what’s right for you.
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What you get with Domain Money
A dedicated advisor who creates a personal step-by-step plan
2-4 coaching sessions per year with your CFP® professional, depending on your plan
Unlimited questions between sessions year-round
The result: A customized financial roadmap
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Flat fees for plans based on your needs
For illustrative purposes only
Early Retirement Group, LLC dba BiggerPockets Money (“BiggerPockets Money”), is acting as a promoter for Domain Money Advisors, LLC (“Domain”) and receives a flat fee for each client who enrolls in or purchases the promoted services. This compensation creates a conflict of interest because the promoter has a financial incentive to recommend the service. Clients should independently evaluate whether the service is appropriate for their needs. BiggerPockets Money is not a client of Domain Money. The views expressed by the promoter are their own and do not necessarily reflect the views of Domain Money. This communication should not be construed as a recommendation, offer, or solicitation for the purchase or sale of any security. Investing involves risk, including the possible loss of principle. Past performance does not guarantee future results. All financial planning and investment strategies are individualized and depend on each client’s unique circumstances and objectives.