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Aligning Financial Philosophies with Domain Money CFP Service
Domain Money offers a flat fee CFP service where financial advice starts with aligning with the client's vision and values rather than focusing on asset allocation or budgeting. The team at Domain Money provides a comprehensive analysis of the client's finances to create an actionable roadmap for achieving their financial goals. They operate on a one-time project fee basis without managing assets or selling financial products, ensuring no conflicts of interest. Clients can also opt for additional help on an hourly basis. For those seeking a fee-only CFP service, Domain Money is recommended for a consultation to experience their client-centric approach.