A CFP® professional (CERTIFIED FINANCIAL PLANNER™ professional) is the gold standard of financial planning certifications. As fiduciaries, they are held to the highest standards by the CFP Board to always do what is in the best interest of their clients. At Facet, each client gets a CFP® professional to work with them one-on-one, supported by a team of experts (specializing in tax, insurance, estate planning, equity compensation, and more) to cover all of your money needs. 

A CFP® professional (CERTIFIED FINANCIAL PLANNER™ professional) is the gold standard of financial planning certifications. As fiduciaries, they are held to the highest standards by the CFP Board to always do what is in the best interest of their clients. At Facet, each client gets a CFP® professional to work with them one-on-one, supported by a team of experts (specializing in tax, insurance, estate planning, equity compensation, and more) to cover all of your money needs. 

A CFP® professional (CERTIFIED FINANCIAL PLANNER™ professional) is the gold standard of financial planning certifications. As fiduciaries, they are held to the highest standards by the CFP Board to always do what is in the best interest of their clients. At Facet, each client gets a CFP® professional to work with them one-on-one, supported by a team of experts (specializing in tax, insurance, estate planning, equity compensation, and more) to cover all of your money needs. 

A CERTIFIED FINANCIAL PLANNER™ Professional helps members achieve their financial and personal goals. Here, our CFP^® Professionals are part coach, part advocate, all partner. We are in this with you. We take a holistic approach with an emphasis on your entire financial life – not just investments. Ultimately, our goal is to create a path towards financial prosperity and peace of mind so you can focus on your family, career, that trip of a lifetime or retirement.

A fiduciary holds a legal and ethical relationship of trust with clients. Therefore, they are legally obligated to only make recommendations in the best interest of those clients. All of the CFP® professionals at Facet are fiduciaries on behalf of our members.

Ensuring our members get the best possible advice is why we created Facet. Here’s how we do it:

1. We charge a flat fee. We believe you can only get unbiased advice when you pay a flat fee. When a planner or advisor charges a percentage of assets, commissions, or something similar, their advice is clouded by what they are incentivized to do. As industry veterans, we’ve seen it a thousand times: a member is ready to retire, but their advisor suggests they keep working for another few years because withdrawals would hurt the fee they earn via assets under management. Also incredibly common is an advisor selling a member a product with a big commission they don’t need. We remove all possible conflicts by charging a flat fee. 
   
   
2. All of our planners are CFP® professionals and fiduciaries. Our planners are held to the highest possible standards in financial planning and are legally and ethically bound only to do what’s in the best interest of their members.