Key takeaways
- Meet with your planner over video conference, at a time that fits your schedule and wherever you feel comfortable
- Connect with your planner more often; our easy-to-use platform that lets our clients seamlessly interact with their planners outside of meetings
- Using video conference technology keeps our operating costs lower. We pass along these savings to our clients, all for an affordable flat fee.
At Facet, our financial planners are remote, and all planning sessions are held over video conference.
Because of this, you can speak with your planner more often, wherever you feel comfortable.
We pride ourselves on delivering ongoing guidance, which differs from traditional advisors who usually meet with their clients in person only once annually during office hours.
At Facet, we fit into your life, not the other way around. Here are just a few of the benefits of working with a remote planner.
1. Flexible scheduling
Remote meetings afford clients ultimate flexibility. Facet planners often speak with clients during their commutes home, lunch breaks, or after putting the kids to bed. They do whatever is necessary to provide financial planning that flows into your everyday life—where and when you need it. Moreover, our easy-to-use platform lets our clients seamlessly interact with their planners outside of meetings.
2. Deeper relationships
Because planning sessions often take place in our clients' homes, our planners get to meet children and pets and see our clients in their most relaxed environment. This builds a deeper planner-client bond, an experience they would miss out on in an office setting.
3. Savings
Using video conference technology keeps our operating costs lower. It allows us to charge a flat fee instead of a percentage of the assets we manage for our clients.
It also means we can bring financial planning to families that don't yet have assets to manage—people who a traditional advisor would not otherwise serve.
Meetings that fit your schedule, a deep relationship with your financial planner, all at an affordable flat fee?
With Facet, it's possible.
