MEET FACET WEALTH:
Financial Planning as it Should Be
Facet Wealth's unbiased financial planning covers everything that has to do with money -- benefit selections, major purchase decisions, your investments and more -- so you'll know you're making the right decisions for every facet of life.
We’re one of the fastest-growing financial services companies, as seen in:
Why Choose Facet Wealth?
For Your Entire Life (Not Just Your Investments)
Because every life decision has financial impacts, we advise on everything your money touches, like major purchases, benefit selections, your investments and more--plus, we go even further to help you execute your plan.
The Highest Level of Financial Planning
Our virtual service is accessible from anywhere and around your schedule. You'll meet with your own CFPⓇ professional (the highest certification possible) and they’ll never sell you products or earn commissions.
Affordable, Fixed Fees With No Surprises
Our fixed fees are based on your needs--whether you invest money with us or not--and won’t increase as your money grows, which makes a big difference over time.
How We Can Help
Your financial life is impacted by much more than the market. Unplanned and planned changes are a part of life, so your CFPⓇ Professional at Facet Wealth will work with you on an ongoing basis to create the best possible outcomes.
- Getting married or having children
- Separation or divorce
- Healthcare or medical expenses
- Inheritance or a death in the family
- Buying or renting a home
- Elder care planning
- A new job, raise or career change
- Employee stock plan questions
- Starting a business
- Benefit selection
Investments & Taxes
- Investment management and optimization
- Retirement account management
- Market and tax law changes
- Tax planning questions
- Distribution strategies
- Generational transfers and charitable giving
- Navigating Social Security
- Healthcare planning
How We Work With You
Take a look at what it’s like to work with Facet.
Build a Plan and Put it Into Action
You’ll work with your CFPⓇ professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.
Nurture Your Plan
Since your financial plan needs to keep evolving based on what’s changing in the world and in your life, we meet with you quarterly (on average). Your CFPⓇ professional is also available to you when questions arise.
Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.
We’re one of the fastest-growing financial services companies
Clients in All 50 States
How We’re Different
Traditional Financial Advisor
|What am I actually getting?|
|What am I actually getting?||
Personalized, jargon-free advice for everything money impacts in your life + help executing your plan
Usually a 30-60+ page report that mostly focuses on your investments
A “robot” or algorithm, that manages your investments; sometimes can ask a person one-off questions for an additional fee
|What are the minimum assets required?|
|What are the minimum assets required?||
Typically $100K or more
|How is my planner qualified?|
|How is my planner qualified?||
Always a CFPⓇ professional (the highest possible certification) and fiduciary
Titles are unregulated and misleading - not always a CFPⓇ professional
No, or limited access to, a financial planner
|How will we meet?|
|How will we meet?||
Four meetings/year (on average) accessed from anywhere, on your schedule
Typically one or two meetings/year, usually in-person, during business hours
No--or only ad hoc--meetings
|How will technology be used?|
|How will technology be used?||
Easy-to-use platform with key info in one place
Technology is usually not a central part of the service
Technology is typically the only service offered
|How will my fees be calculated?|
|How will my fees be calculated?||
One fixed fee based on your needs
Varies; typically a % of what you invest, plus fees. Cost increases as your money grows.
A % of what you invest, plus fees. Cost increases as your money grows.
What Facet Clients Are Saying
These testimonials were provided by current clients of Facet Wealth, Inc. The clients were not compensated, nor are there 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.
Grow Your Knowledge
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
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