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Why Facet?

Achieve a more prosperous life by working with a dedicated CFP® Professional at an affordable price.

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Real financial planning:
For your real financial goals
Done by real dedicated
CFP® Professionals Is really possible
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Work with your own
dedicated CFP® Professional
With a real name, and real experience, insight and understanding
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No bank account
is too small or big.
No need too simple or complex.
No one is too young or too old.
All are welcome here.
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A different type of
fee structure
Starting as low as $40 dollars a month
With pricing tailored to your
needs, not one size fits all
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We want to know you the person not you the portfolio.

You work dedicated CFP® Professional that partners with you to create a holistic financial plan to achieve your financial goals.

We love numbers but will never treat you like one.

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

Click below to schedule a call with one of Facet's CFP® Professionals.

Facet is a strategic partner to help advisors: