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

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