Congratulations on taking your first step to financial wellness!​

Please check your email and accept the calendar invitation to secure your meeting with a Facet expert.

Here’s what to expect next:

We’ll start with a conversation

A Facet expert will call you within 24 hours.A Facet expert will call you at your scheduled time. They’ll take the time to hear more about your financial life, understand your needs, and create a customized package that works best for you.

Meet Your CFPⓇ Professional

You and your CFPⓇ Professional at Facet will go into detail about your financial picture, and work together to build a unique plan.

Nurture Your Plan

Your personalized financial plan will create a strong foundation for financial well-being in every facet of your life. You’ll meet with you CFPⓇ Professional at Facet regularly to reassess, and keep up with life and market changes.

Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.

Ten Questions to Ask A Financial Planner

There’s a lot to consider while you explore financial planning options. Here are a few key questions to guide your process.

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Grow Your Knowledge

We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.

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A Mega Backdoor Roth 401(k) is a strategy that can boost your retirement contribution up to $69,000 a year—all through a “backdoor” approach that works around the restrictions of Roth accounts. Instead of contributing directly to a Roth, you can contribute to your 401(k) and then convert it to a Roth 401(k), regardless of your ... Read more

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