Facet Financial Wellness
People define financial wellness in different ways. Love, happiness, peace of mind. However you define it, Facet is here to partner with you along the way.
Let’s start your financial wellness journey NOW.
It’s Possible with Facet Wealth.
“They (Facet Wealth) have built an experience that will change the lives of many average American families.”
Facet Focuses on You
Getting StartedOut of college, into the workforce, and tackling some of life’s big questions: like how to balance paying off student loans, start saving for retirement, or saving for a house. We begin with a conversation to discuss priorities and goals and together come up with a Facet Financial Life Plan.
Families & ProfessionalsBesides the onesies, the crib, and the sleepless nights there are many other important things to consider after starting a family. Facet’s full life planning allows us to see the entire picture: Assets. Liabilities. Investments. Insurance. We can help you spend time where it matters most.
Approaching RetirementThe retirement transition is one of the most critical moments in a family’s life, creating opportunities, challenges, questions, and big decisions. A Facet Financial Life Plan creates a clear vision and path for retirement and allows you to retire with confidence, security, and independence.
RetireeRetirees face unique challenges including generating sustainable retirement income, managing longevity, and planning for healthcare costs. You need a trusted advisor to help navigate this roadmap. Facet’s Financial Life Plan helps create a plan for financial security while allowing you to enjoy this chapter in your life.
Your personal planning journey
Your journey with Facet begins with a quick Introductory Call.
After we get to know you, we will match you up with a
Facet Certified Financial Planner (CFP®) Professional.
Your dedicated Facet CFP® will build a custom plan to
help you achieve your life goals.
Your Facet CFP® will be your partner throughout the years—through thick and thin.
Facet Supports Your Journey
Who We Are
Facet Wealth is a new kind of financial planning firm, focused on providing comprehensive financial life planning to our clients across the country.
What We Do
We help people across life’s spectrum: those just starting in the workforce; families and professionals; those approaching retirement, and retirees. We want you to achieve your financial life goals and will partner with you to define your financial roadmap that will help you achieve your vision.
Why We’re Different
We’re unlike any financial planning services firm. On purpose. We’ve created a unique experience unparalleled in the marketplace. And we’re proud of it. At Facet Wealth, we believe It’s Possible for everyone to live a more prosperous life. Come experience it for yourself.
The Facet Way
Flexible planning to meet your needs
Simple, Actionable Retirement Plans
Saving for retirement can be a daunting task, but it doesn’t have to be. Your Facet CERTIFIED FINANCIAL PLANNER™ (CFP®) will work with you to understand the best ways to save and to prepare for retirement and help put together a step-by-step plan to reach your goals (and by they way, we don’t believe in sacrificing fun along the way).
Create a Roadmap for College
Providing for your child’s education is a wonderful achievement, but it can be expensive. Your Facet CFP® Professional will help you understand the ways to save for and to pay for college, and will create a plan to help your future graduate.
A Plan for What Is Possible In Life
Your conversations with your Facet CFP® Professional will go beyond just finances. A financial plan is a means to an end: it should help you achieve what is most important in your life. Your Facet CFP® Professional will help design a plan that allows you and your family to create lasting memories while planning for a secure financial future.
A Portfolio Designed for You
Asset management is an important part of your Facet Financial Life Plan. A well diversified and properly constructed portfolio can help you achieve your goals over the long-term. Your Facet CFP® Professional will work to create a custom portfolio solution that is designed around your specific needs.
Income Tax Planning
Tax Efficient Strategies for Your Money & Assets
Being smart about long-term tax strategies can be one of the best ways to create and maintain wealth. Facet will work with you to devise the best strategy to minimize tax exposure—now and in the future.
A Plan to Protect Your Family & Your Assets
You work hard to provide for your family, and your Facet Financial Life Plan should make sure that is never in question. Your Facet CFP® Professional will help you navigate the complexities of insurance to design a plan that protects the people you love and the wealth you have created.
A Plan to Care for the Ones You Love
Plan for your best life but prepare for the unknown. If we are being honest, this is never a fun conversation, but it is important to have a plan for the ones you love. Your Facet CFP® Professional will work in concert with your attorney to implement a plan to provide for and to care for your family.
Providing for Generations to Come
Whether it is planning for future generations of your family or providing for an organization or charity that is important to you, your Facet CFP® Professional will help you create a plan to provide a meaningful legacy. A financial plan, if properly structured, can be a great way to create a lasting impact for your children and grandchildren.
A Plan For Your Best Chapter
The transition from a career to retirement can be daunting, but we think it should be a celebration. This is your best chapter yet! Your Facet CFP® Professional will help you create an income plan around Social Security, pensions and retirement account distributions to enjoy the retirement you have worked so hard for.