Flat Fee Financial Planning

Domain Money

Partner

Ongoing, flat-fee CFP® planning covering investments, tax, and equity comp.

Domain Money pairs you with a dedicated CFP® for your entire financial life, investments, tax, equity comp, and more, for one flat annual fee.

What you get

A dedicated CFP® who builds you a personal, step-by-step plan
2 to 4 coaching sessions per year, plus unlimited questions in between
Tax strategy, planning, and filing coordinated on your behalf

Partner

Specialists in RSUs, ISOs, and startup equity, for the complicated part of your comp.

Book a Free Consultation

Equity compensation is often the most complicated part of a tech worker’s finances. Equity FTW specializes in exactly this, helping you avoid the tax and timing mistakes that can cost real money.

What you get

Specialized guidance on RSUs, ISOs, NSOs, and startup equity
Help navigating exercise timing, AMT, and concentration risk
A plan for diversifying out of concentrated stock positions

Nectarine

New

One paid session with a fee-only advisor, with no ongoing commitment.

Find your advisor

Not everyone needs an ongoing advisor relationship. Sometimes you just need a straight answer to one specific question. Nectarine lets you book a single, fee-only session with zero commitment beyond that.

What you get

One paid session with a trusted, fee-only fiduciary advisor
No ongoing commitment, retainer, or AUM fee
A good fit for a second opinion or a single specific decision

Domain Money: BiggerPocketsMoney acts as a promoter for Domain Money Advisors, LLC and receives a flat fee per enrollment. Scott Trench is also a current client of Domain Money and has received non-cash compensation related to this promotion, which is a financial incentive to recommend their services.

Equity FTW & Nectarine: BiggerPocketsMoney may receive compensation if you engage these partners’ services through the links above, which creates a financial incentive to promote them.

Free Tools

Community

Resources

Marketplace

FI Friendly Help for your money, taxes, and network.

Tax Planning

Community Building

Domain Money

What you get

What you get

Nectarine

What you get

🎙️ Related Resources

Tax Planning

Budget Calculator