Financial Planning For Every Facet Of Your Life | Facet
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Thrive in every facet of your life.

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

 

Get valuable 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.

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© Facet Wealth, Inc. ("Facet") 2023

© Facet Wealth 2023. All rights reserved.

Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. ("Facet"). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

Endorsements were provided by promoters or influencers and those individuals were compensated by Facet Wealth, Inc. ("Facet") and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.