Estate Planning with Facet Wealth

Did you know that you have estate planning needs? You might be surprised, but it’s true. No matter your age, your net worth or the complexity of your financial situation, there are plans and documents every person should have in place for the unexpected. The experts at Facet are here to help you identify exactly what your needs are, produce the documents you should have in place and ensure the right people will have access to the information if a need should arise. We’ll guide you through the planning process so it is manageable, clear and provides you and your loved ones with peace of mind. 

Your goals, your schedule.

Our financial planners take the time to understand your goals, risk tolerance and time horizons to ensure they build plans that will set you up for success. There is no cookie cutter approach here: your financial plan is customized for you. 

We meet with you via convenient videoconference on your schedule. Our planners are not restricted to traditional banking hours and operate across a variety of time zones. Outside of scheduled meetings, you can email our team anytime for additional support and guidance. You’ll never be left waiting – we will respond to you in less than 24 hours. 

In addition, all members of Facet Wealth receive weekly invitations to educational seminars on a variety of personal finance topics. These can be attended live or accessed on-demand.

Tackle the topics that matter.

You and your financial planner will identify the highest impact areas of opportunity based on your unique financial situation. Together, you will design a schedule for the year, covering the topics most important to you. We offer expertise on the following:

  • Cash Flow & Budgeting
  • Debt Planning
  • Retirement Planning
  • Education Savings
  • Risk Management
  • Tax Planning
  • Investment Management
  • Estate Preparation
  • Employee Benefits Utilization

You will have access to our secure, state-of-the-art portal to track your spending patterns, monitor investment performance and communicate with our team.