Family planning: A guide for life’s most important moments.

Since your family is one-of-a-kind, your plan should be tailored specifically to your own needs. Whether you’re getting married or divorced, starting a family, caring for aging parents, or even considering making a big family purchase, Facet’s team of experts will help guide you to make the right financial decisions.

When “life” happens, you’ll be ready.

We get it, change can be difficult, especially if it’s something new. But change can be a good thing. When handled properly, it can spur new growth and development in your life. Facet’s team of experts is here to help prepare you for any milestone you and your family encounter. 

Having a baby

Worry-free planning for your new bundle of joy.

  • Discover your monthly costs
  • Take advantage of tax credits
  • Prepare for unexpected expenses
  • Set up an emergency fund
  • Get proper insurance
  • Plan for education expenses

Marriage

Live a harmonious financial life with your spouse or partner.

  • Learn how to talk about finances with your partner
  • Discover each other’s money attitudes
  • Align goals
  • Balance financial responsibilities
  • Set up joint accounts

Divorce

We’re here to help get you through this difficult time.


  • Assemble your team of experts
  • Gather pertinent documents and information
  • Ensure proper asset allocation per the divorce decree
  • Identify personal property
  • Organize legal documents

Caring for aging parents

Be there for your parents when they need you the most.


  • Discover how much your parent’s eldercare will cost
  • Learn how to cope with potential emotional impacts and properly communicate with your family
  • Create a financial plan for future care

Making a big purchase

Seek guidance before making major family financial decisions.

  • Learn whether to rent or buy a house or car
  • Weigh the financial pros and cons of renovating your home
  • Take that dream vacation
  • Pay for a child’s wedding

How a Facet membership works.

With Facet, you get your own CFP® professional and a team of 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 means no commissions — ever.

1×1 support from a CFP® professional, backed by a team of experts.

Secure, industry-leading technology to manage and organize your entire financial life in one place.

Exclusive partner offers that complement your financial outcomes.

Over 0 already trust Facet.
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“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.”

“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

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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.