Education planning: It starts now, and it may be easier than you think.
Education planning is just one piece of your financial puzzle. Think about your child’s life after school. A lot of people don’t save for college because it’s scary. College costs a lot and that stops folks from having families or getting houses. But saving can be easy. Facet has smart money people to help you plan.
An education savings plan is one piece of a bigger picture.
At Facet, we believe in leveraging time, investments, and the proper accounts for education savings. Together, planners and members work to find the best method based on their individual financial situation.
Optimize your education planning strategy.
Our team of experts will help determine your available resources, education goals, and funding desires to create a tax-efficient accumulation and distribution strategy. From 529 Plans to Roth IRAs to custodial accounts, we will find the best education savings plan for your situation.
Not saving for education can affect your child’s quality of life.
* Dependent on education savings strategy.
Data source: Education Data Initiative
Strike a balance on your terms.
We’ll help you answer your most important education planning questions.
- How do I save for an education and still meet my retirement goals?
- What happens to education savings if my child doesn’t use it?
- What investment options are available in my state?
- How do you even set up an education savings plan?
- How do these plans affect financial aid?
- How much is enough?
- How am I supposed to know what my kid will do in 5, 10, or 15 years?
Our in-depth planning process helps our members how to make trade-offs to prioritize what savings strategy works best for them. With so much to save and plan for, having the support of a team of Facet experts will make education planning seamless.
How a Facet membership works.
With Facet, you get access to a team of CFP® professionals and financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.
Our flat-fee model mean no commissions — ever.
Support from a team of CFP® professionals and financial experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”
Gizem Y & Antonio C
Rego Park, NY
“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”
Steve E
Massachusetts
“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”
Sarah & Michael D
Raleigh, NC
Testimonials were provided by current clients of Facet Wealth, Inc. ("Facet"). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
