Schedule a free consultation with a Facet expert

Limited time $550 kick-start offer!* Get $300 into your brokerage account if you invest & maintain $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. Expires Nov 30, 2024.

Hidden
Hidden
Hidden
Hidden
This field is for validation purposes and should be left unchanged.
OR
To speak with someone now, call us at
1-888-321-5782

By submitting this form, you acknowledge that you have directly provided the email and phone number contact information listed, you also acknowledge that Facet has the option to use either method to contact you, and agree to the terms set forth in our Company Privacy Notice. Message frequency varies, and message and data rates may apply. Reply STOP to opt-out of messages, and email [email protected] for help.

*See Terms and Conditions and active promotions. Not available for Foundations members.

Man and woman enjoying a cup of coffee in a coffee shop

Here’s what to expect next:

We’ll start with a conversation

Someone from our team will call you as scheduled. They’ll take the time to hear more about your financial life, understand your needs, and help you determine which membership is right for you.

Meet a CFP® professional

You and a CFP® professional at Facet will go into detail about your financial picture, and work together to build a unique plan to help you achieve what’s most important to you.

Nurture your plan

Your personalized plan creates a strong foundation for financial well-being in every facet of life. And when your situation, priorities, or goals change, your plan will adapt and grow with you.

Learn more about our memberships and how financial planning works with Facet.