Flat-Fee Financial Planning: Get an Independent Review of Your Financial Plan
Hopefully, BiggerPockets Money has helped you learn the basics of personal finance and put in place the basic best practices of accumulating wealth reasonably efficiently.
We’ve found, however, that the stakes are so high as you approach financial independence, that many of you want, and are willing to pay for, a second set of eyes. A sanity check on core assumptions. Reassurance that you haven’t missed something important. And, confidence that you aren’t crazy with your investment allocation, even if your portfolio doesn’t mirror the “FI Textbook”.
We know that the decision to FIRE, or delay, is a big deal with real consequences, and that Financial Planning is a meaningful investment, with meaningful stakes. We know that many of you are skeptical – about whether your CFP has a conflict of interest – do AUM fees or commissions from the sale of financial products influence their advice?
Why We’ve Partnered with Domain Money:
FIRE Friendly Financial Planning, Flat-Fee Model, Tax Planning, and Tax Filing (with Strategic or Comprehensive Plan)
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, are familiar with small businesses, real estate investors, and the core Financial Independence Playbooks.
David and the Domain Team are for people who want clear unbiased analysis, no sales pressure, no ongoing percentage fees, respect for DIY decision-making and full-service tax planning and filing.
What this actually does for you:
Pressure-tests your existing plan.
While you can start over from scratch, if you have the basics of a plan in place, and many best practices already in place, David will review what you’ve already built, and identify weaknesses, risks, and missed opportunities.
Identifies tax and retirement risks early:
Many of the most expensive mistakes don’t show up for years. David and the Domain team can help surface issues around withdrawals, conversions, and timing before they become permanent issues.
Provoides clear, implement-it-yourself recommendations.
You remain in full control of your money. You get actionable guidance you can implement on your own timeline.
Tax Strategy, Planning, and tax filing (With Strategic and Comprehensive Plans)
Domain Money goes beyond modeling tax strategy by coordinating tax preparation and filing through its partnership with Taxfyle, who prepares and files your tax return.
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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
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Early Retirement Group, LLC (“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. In addition to the compensation provided to Bigger Pockets Money, Scott Trench is a current client of Domain and received non-cash compensation related to his promotional activity. 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.