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Here’s what to expect next.

We’ll start with a conversation.

A Facet expert will call you within 24 hours. They’ll take the time to hear more about your financial life, understand your needs, and create a customized package that works best for you.

Meet your CFPⓇ professional.

You and your CFPⓇ professional at Facet will go into detail about your financial picture, and work together to build a unique plan.

Nurture your plan.

Your personalized financial plan will create a strong foundation for financial well-being in every facet of your life. You’ll meet with your CFPⓇ professional at Facet regularly to reassess, and keep up with life and market changes.

Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.

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© Facet Wealth, Inc. ("Facet") 2023

© Facet Wealth 2023. All rights reserved.
Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

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.

Endorsements were provided by promoters or influencers who were not clients of Facet when initially engaged. Individuals were compensated by Facet Wealth, Inc. ("Facet") and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.