Equity compensation: Maximize every option.
Confused by company stock or equity plans? We’re here to help*. We offer clear explanations tailored to your financial goals, empowering you to make informed decisions about your compensation. Our personalized approach tackles everything from understanding the options to navigating risks and future events.
*Equity compensation guidance included in Plus and Complete tiers only.
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 by offering shares, stock options, or RSUs as part of your compensation package.
Stock options can be a great benefit, but understanding them can be tricky.
At Facet, we can simplify your equity compensation, empowering you to understand its impact on your financial well-being.
Turn your company shares into building blocks for your financial goals.
We create a personalized analysis and strategy, considering factors like vesting schedules, tax implications, and investments. This unified approach helps ensure that your equity seamlessly integrates into your overall financial goals.
We can guide you on decisions like purchasing and selling RSUs, ISOs, and stock options, and help you navigate concentration risk and IPOs. With Facet, you can build a balanced, diversified portfolio that leverages your equity for a secure financial future.
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 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.