Life is busy, and finding time to drive to a downtown office for a financial meeting often feels like just another chore on an endless to-do list. You deserve expert advice that fits into your life comfortably, not a rigid appointment that forces you to rearrange your entire day to suit someone else's schedule.
Flexible scheduling that fits your life
At Facet, our financial planners are remote, and all planning sessions take place over video conference. This approach gives you ultimate flexibility. Our planners often speak with members during their commutes home, on lunch breaks, or even after putting the kids to bed. We do whatever is necessary to provide financial planning that flows into your everyday life exactly where and when you need it.
Because of this remote structure, you can speak with your planner more often from wherever you feel comfortable. Moreover, our easy-to-use platform lets you seamlessly interact with your planner outside of scheduled meetings, so you aren't left waiting for answers.
Building deeper relationships
There is something special about meeting in your own space. Because planning sessions often take place in your home via video, our planners get to meet children and pets and see you in your most relaxed environment. This builds a deeper bond between you and your planner. It's a personal experience that you'd likely miss out on in a traditional office setting.
Lower costs and flat fees
Using video conference technology keeps our operating costs lower. We pass these savings along to you. It allows us to charge a flat fee instead of a percentage of the assets we manage for our members. This also means we can bring financial planning to families that don't yet have assets to manage, which includes people who a traditional advisor wouldn't otherwise serve.
The Facet difference
We pride ourselves on delivering ongoing guidance. This differs significantly from traditional advisors who usually meet with their clients in person only once annually during office hours. At Facet, we fit into your life, not the other way around. Meetings that fit your schedule, a deep relationship with your financial planner, and an affordable flat fee are all possible here.
If you're ready to get more organized and have more clarity with your money, schedule a free call with us. We'll show you how a personalized financial roadmap, built for you by a CFP® professional, can turn your money into a tool to help you live a better life today and feel more confident about tomorrow.
