Achieve a more prosperous life by working with a dedicated CFP® Professional at an affordable price.
Real financial planning:
Done by real dedicated
CFP® Professionals Is really possible
Work with your own
dedicated CFP® Professional
No bank account
is too small or big.
No one is too young or too old.
All are welcome here.
A different type of
With pricing tailored to your
needs, not one size fits all
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.
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