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
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.
