Career planning: Most people work over 90,000 hours in their lifetime.*
Why spend more time figuring out your benefits?
Whether you’re just starting out or nearing retirement, we’re here to help you thrive at every stage of your career.
Additional info: https://www.bls.gov/news.release/pdf/atus.pdf
Feel less stress, so you can focus on what you do best.
Juggling work and figuring out benefits can feel like a double shift. From health insurance to retirement plans and wellness programs, figuring it all out can be a headache. Here at Facet, we can help you understand and utilize your benefits to the fullest.
Peace of mind
Health, disability, life insurance and more.
Building your future
401(k)s, IRAs, profit-sharing. ESOPs, and more.
Grow with your career
Equity compensation options like RSUs, NSOs, and ISOs
Change is inevitable.
Growth is optional.
Life throws a lot your way—career changes, unexpected transitions, and even exciting new beginnings. Through all of it, Facet is here to help empower you on your professional journey with the information and guidance you need to thrive.
Need help navigating benefits, career changes and more?
Everyone should feel confident and in control of their financial future.
At Facet, we believe personalized financial guidance shouldn’t be a luxury. That’s why we combine the expertise of CFP® professionals who take the time to understand your unique situation and goals, with cutting-edge technology.
This powerful duo simplifies the process, keeps everything conveniently organized, and empowers you to make informed financial decisions with clarity and peace of mind.
How a Facet memberships work.
Our flat-fee model mean no commissions, ever.
Support from a team of CFP® professionals and experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something. That was a luxury to say the least.”
Gizem Y & Antonio C
Rego Park, NY
“Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me.”
Steve E
Massachusetts
“The fee structure is probably the other biggest thing that sent me to Facet and it’s made me very happy with Facet. It puts us at an equal footing with anybody else. It’s not about how much money I have managed by Facet. It’s about us as a client…and as we grow our finances, the attention we get is not gonna change. We’re still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets.”
Sarah & Michael D
Raleigh, NC
** Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.