Facet Wealth Presents

Budgeting 101 Lunch
& Learn

Overview

Our September Back to School Series continues with a master class on the “B” word: budgeting. Understanding where your money goes is the first step in understanding how to make it work for you.

Facet Wealth co-founder and chief evangelist Brent Weiss, CFP®, ChFC®, and budgeting guru Emily Millsap, CFP®, sat down for a fun (really!) class on how to become a Straight-A budget master. Check it out and learn more about where your money goes, and how you can use those insights to reach your financial goals.

Originally aired: September 18, 2020
Hosted by: Brent Weiss, CFP®, ChFC® and Emily Millsap, CFP®

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.