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

Your personal planning journey

1

Your journey with Facet begins with a quick Introductory Call.

2

After we get to know you, we will match you up with a
Facet Certified Financial Planner (CFP®) Professional.

3

Your dedicated Facet CFP® will build a custom plan to
help you achieve your life goals.

Ongoing

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

Facet CERTIFIED FINANCIAL PLANNER™ Professional

Dedicated to every client.

Facet Financial Life Plan

Comprehensive financial life planning that covers every aspect of your life.

A Fiduciary

We always act in your best interest. Period.

Transparent and Simple

We define your life goals; create your Facet Financial Life Plan; discuss and assess your appropriate risk; and monitor and rebalance as needed.

Affordable, Flat Fee

Our service-based pricing ranges from $480 to $5,000 per year based on your needs.

Flexible planning to meet your needs

Retirement Planning

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).

Education Planning

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.

Life Planning

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.

Asset Management

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.

Insurance Planning

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.

Estate Planning

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.

Legacy Planning

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.

Retirement Income

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.