Questions?

410-657-3257
info@facetwealth.com

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

Client Experience

Introduction
Discovery
Planning
Service

Your dedicated CFP is assigned with an introductory call

You & your dedicated CFP have 3 discovery sessions

CFP Created plans for your goals & objectives

Every year you have a mid & end of year dedicated CFP meeting

Client Stories

Young Professional

Financial Concerns & Goals

How do I balance paying off student loans, saving for my first house, and thinking about starting a family? What about retirement?

Facet Solution

We start with a prioritization discussion to understand which goals are most pressing. The right answer starts with you--we just help to guide the discussion to assemble your plan.

Outcome

We’re big believers in balancing short-term sacrifices and long-term gains. We will work with you to construct a plan that lets you enjoy today while being responsible about tomorrow.

Young Family / Mid-Career

Financial Concerns & Goals

Now that we just had our first child, we need a bigger house and need to start thinking about saving for college. There are probably a lot of other things we aren’t even considering. Where do we start?

Facet Solution

We’ll start with a full analysis of your assets and liabilities, and understand how your goals are going to evolve over time. We’ll put together an education plan and help you think through the best way to protect your new family financially.

Outcome

This is probably an exciting and slightly overwhelming time in your life. Our goal is to help you feel comfortable that your long-term plan is in place. Enjoy these moments without worrying too much about the future.

Pre-Retirement

Financial Concerns & Goals

Retirement has always been the big goal, but how do I know when we’re ready to take the big step? I’m not sure how I will pay for health coverage in retirement and when should I take social security?

Facet Solution

We’ll start with a discussion on goals for your retirement. We will put a plan together with actionable steps to get you from working today to retirement tomorrow.

Outcome

There are a lot of big decisions to make. It can feel overwhelming, but it doesn't have to - retiring should be exciting, not concerning. A Facet plan aims to instill confidence and to create a clear vision for the retirement you have always imagined.

Retiree

Financial Concerns & Goals

Now that I’m retired, I thought I would be all set financially but I’m concerned that I’ll outlive my money. Who will take care of us if something happens health-wise and how do I leave my assets to my children?

Facet Solution

We will put together an analysis of your retirement assets to ensure that you don’t outlive them. Your plan will aim to create lasting retirement income while planning for health care expenses in the future.

Outcome

You have worked hard for the retirement you deserve. Your Facet advisor can help create the confidence and security you are looking for with the end goal of an enjoyable retirement.

Join Our Team

Facet is disrupting the wealth management industry. Check out our job opportunities!

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Questions? Contact us

410-657-3257
info@facetwealth.com

Solutions for Advisors

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

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