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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.