Equity compensation: Maximize every option.
Searching for clarity and actionable advice on your equity compensation options? Benefit from personalized solutions tailored to your unique financial aspirations and goals. Whether a seasoned professional or new to the complex world of equity compensation, you’ll gain the insights needed to make informed decisions for a secure financial future.
Get clarity where there’s confusion.
Equity compensation is a valuable tool that many companies use to reward and retain their employees. It grants you a stake in the company’s success, offering shares, stock options, or RSUs as part of your compensation package.
An exciting opportunity can also be complex and raise lots of questions.
At Facet, we specialize in demystifying your equity compensation, ensuring you have a clear understanding of its potential impact on your financial well-being.
All the pieces for you to succeed.
In-depth analysis of your equity compensation.
Receive a detailed evaluation of your equity compensation package, inclusive of key factors such as vesting schedules, tax implications, and investment approaches. This thorough review helps you gain a complete understanding of how your equity benefits integrate into your broader financial plan.
Tailored to you.
Enjoy a custom strategy that aligns perfectly with your unique financial objectives, optimizing the benefits of your equity compensation and contributing to a balanced, diversified investment portfolio.
Don't let taxes catch you off guard.
The extra benefits from your job could mean you have to pay more taxes. Learn easy ways to manage this so you keep more money in your pocket, while still making the most of what your job offers.
Build your future the smart way.
Your job’s extra benefits can help you save up for a good life down the road. Learn how to add these perks into your big plans, so you’re setting yourself up for a future you can look forward to.
How a Facet membership works.
With Facet, you get access to a team of CFP® professionals and financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.
Our flat-fee model mean no commissions — ever.
Support from a team of CFP® professionals and financial experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
“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
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.
