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.

Why Facet?

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