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Why Facet?

Achieve a more prosperous life by working with a dedicated CFP® Professional at an affordable price.

Real financial planning:
For your real financial goals
Done by real dedicated
CFP® Professionals Is really possible
Work with your own
dedicated CFP® Professional
With a real name, and real experience, insight and understanding
No bank account
is too small or big.
No need too simple or complex.
No one is too young or too old.
All are welcome here.
A different type of
fee structure
Starting as low as $40 dollars a month
With pricing tailored to your
needs, not one size fits all


We want to know you the person not you the portfolio.

You work dedicated CFP® Professional that partners with you to create a holistic financial plan to achieve your financial goals.

We love numbers but will never treat you like one.

Why Facet?

Achieve a more prosperous life by working with a dedicated CFP® Professional at an affordable price.

Start Your Journey Today

At Facet, you work with a dedicated CFP® Professional – not a call center – on what’s important to you. We provide a complimentary goal setting and financial analysis session with a CFP® Professional to make sure we understand how we can help you.
All of our service levels include:

Dedicated CFP® Professional

Goal Based Financial Planning

Financial planning supported by a sound investment strategy, not the other way around

Our promise to work on the goals that are important to you

Click below to schedule a call with one of Facet's CFP® Professionals.

Facet partners with advisory firms to transition small accounts