Solution introduction
Real financial planning
To achieve your financial goals, by dedicated CFP Professionals
Why Facet?
Achieve a more prosperous life by working with a dedicated CFP Professional at an affordable price.
Start your journey today
At Facet, you work with a dedicated CFP Professional – not a call center – on what’s important to you. We provide a complimentary goal setting and financial analysis session with a CFP Professional to make sure we understand how we can help you.
All of our service levels include:
- Dedicated CFP professional
- Goal based financial planning
- Financial planning supported by a sound investment strategy, not the other way around
- Our promise to work on the goals that are important to you
