Schedule a free consultation with a Facet expert

For a limited time, get a *450 kick-start offer with our *30-day money-back guarantee!
Get $200 into your brokerage account if you invest & maintain $5k within your first 90 days, and the $250 enrollment fee will be waived for new annual members. Plus, if you complete the onboarding process and necessary actions, attend your first two planning meetings, and still don’t believe Facet is right for you, you can cancel for a full membership fee refund. Must sign up for membership by July 31, 2024.

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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.

*In order to be eligible for a refund, member must complete onboarding, uploading all necessary documents within 7 days and attend their first two planning meetings. Within 30 days, member must cancel and request a refund through their dashboard. This excludes any estate planning expenses associated with our service delivered through our partner wealth.com. No other expenses or market losses will be waived or reimbursed under this guarantee. This guarantee may be subject to change. See full for details.

*See Terms and Conditions and active promotions.

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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.