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Thrive in every facet of your life.

Get invaluable financial services, advice, and a partner to help you reach your full potential.

 

Get invaluable financial services, advice, and a partner to help you reach your full potential.

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Maximize your financial outcomes with Facet.

Unbiased, personalized, and actually affordable financial advice for every facet of life is essential to living well. Facet covers everything money touches – from starting a business, to buying real estate, to having a baby, and so much more.

Where are you on your financial wellness journey?

Join us to unlock insights about your financial opportunities.

Find your financial calm.

Built for everything money touches - family, career, investments, retirement and everything in between.

Get unbiased financial advice from your own CFP® professional and expert team.

Experience a flat fee membership — no product sales, commissions, or surprises.

Personalized financial planning powered by technology.

At Facet, our technology is at the heart of your membership experience. You have up-to-date access to your financial data and direct access to financial experts across investments, taxes, benefits, and more.

Meet the Facet community.

Check out why our members and thought leaders choose Facet.

Jay Shetty

You can't have wellness without financial wellness

Antonio & Gimez

Affordable expert guidance from a CFP® professional

Jordan & Marissa

Direct access to experts

Tyler

Support + guidance to reach self-fulfillment

Isha

Complete trust in planner = peace of mind

Brad and Cat

Membership fee based on need + holistic approach

*Learn more about our community supporters.

Meet the Facet community.

Check out why our members and thought leaders choose Facet.

*Learn more about our community supporters.

“[The Facet service] was like tenfold my expectations in terms of what I got. I've just been so overjoyed with having what I would describe as a partnership with Facet to run the business of life. I’m never looking back.”

Tyler A  |  Cupertino, CA

*Learn more about our community supporters.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.