Why Facet?
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
fee structure
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.
Why Facet?
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