By submitting this form, you acknowledge that you have directly provided the email and phone number contact information listed, further acknowledge that Facet Wealth has the option to use either method to contact you, and agree to the terms set forth in our Company Privacy Notice.
Here’s what to expect next:
We’ll start with a conversation
A Facet expert will call you within 24 hours. They’ll take the time to hear more about your financial life, understand your needs, and create a customized package that works best for you.
Meet Your CFPⓇ Professional
You and your CFPⓇ Professional at Facet will go into detail about your financial picture, and work together to build a unique plan.
Nurture Your Plan
Your personalized financial plan will create a strong foundation for financial well-being in every facet of your life. You’ll meet with your CFPⓇ Professional at Facet regularly to reassess, and keep up with life and market changes.
Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.
Facet Wealth, Inc. (“Facet”) is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not an offer to sell securities or the solicitation of an offer to purchase securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.
The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. The survey solicited client’s level of agreement that Facet is delivering on expectations outlined. Satisfaction is not an indication of current or future performance results nor is it a guarantee of similar experience.
Nerdwallet receives cash compensation for referring potential clients to Facet Wealth, Inc. The views of Nerdwallet are based on independent valuation of Facet’s services. Nerdwallet’s opinions are their own.