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With expert guidance, easy-to-use technology, and a personalized approach to planning, our memberships help you with everything money touches
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and valuable financial advice and services at an affordable membership fee.
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......
Facet is a strategic partner to help advisors: Increase your firm capacity After a period of growth, firms need to either hire more advisors or shoulder the extra work themselves, which means working nights and weekends. Neither choice is practical. Facet works with such firms to segment their practice and purchase all clients......