Questions?

410-657-3257
info@facetwealth.com

509 S. Exeter Street, Ste. 202
Baltimore, MD 21202

Your Experience as a Facet Client

Client Stories

Young Professional

You’re out of college, into the workforce and now you’ve got some big life questions. Like how do you balance paying off your student loans and saving for your first house? Or maybe you’re toying with the big, big question, what will you need to start a family?

Besides love and a lot of patience you’ll need a sound financial plan. That’s where we come in.

But before we get into the financial planning, we start with a conversation to discuss priorities, goals and even what financially keeps you up at night. After we have the whole picture, together we make a plan. By the way, we’re big believers in keeping short term sacrifices and long term goals in balance. It’s important to reward yourself today while building for tomorrow.

Young Family / Mid-Career

Besides the onesies, the crib and the truckloads of diapers there are a lot of other important things to consider after having your first child. Well, the diaper pail is actually pretty important, but you’ll also have to start thinking about perhaps a bigger house and that college tuition that will be here sooner than you think. We can help.

Together we’ll look at your financial life holistically. Assets. Liabilities. Investments. Insurance. Etc. Then we’ll discuss your long term and short term goals to really understand you as a person and you as a person planning your financial future. From there we can create a plan that saves for college while also adding insurance to protect the ones you love.

New babies grow up fast, it’s important you enjoy this time in your family’s life without worrying about your finances.

Approaching Retirement

How many times have we all said "I can't wait to retire?" But for many of us when we really think about taking that next big step all of the sudden we’ve got real legitimate questions...like how do I know when I’m ready? How will I pay for health coverage and when should I take social security? We have the answers.

We start with an in-depth conversation about your goals for retirement. Once we have a clear and comprehensive view of the big picture, together we’ll set up actionable steps to get you from working today to retirement tomorrow. A Facet plan creates a clear vision and path for the retirement you’ve always imagined so you when you say “I can’t wait to retire” you say it with confidence.

Retiree

Even in retirement you might have some concerns and questions about your financial life. Will you outlive your money? Who will take care of you if your health starts to breakdown. What about estate planning and leaving your assets to your children? These are great questions. We are here to help.

Together we’ll take a holistic look at your financial life. From that, we’ll aim to create lasting retirement income, where you assests healthcare expenses keep up with you during this amazing time in your life.

You’ve spent your entire life working towards this incredible time. Your Facet CFP® Professional can help create confidence and security so you enjoy it to the fullest.

 
 
 
 

Solutions for Advisors

Facet works with advisors to grow practices, enhance service and plan responsible transitions.

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Contact Us

Financial Advisors
833-200-4750

Media Inquiries
facetwealth@gregoryfca.com / 610-228-2125

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