Schedule a free consultation with a Facet expert

Limited time *$450 kick-start offer! Get $200 into your brokerage account if you invest & maintain $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. *Must sign up for membership by July 31, 2024

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Here’s what to expect next:

We’ll start with a conversation

Someone from our team will call you as scheduled. They’ll take the time to hear more about your financial life, understand your needs, and help you determine which membership is right for you.

Meet a CFP® professional

You and a CFP® professional at Facet will go into detail about your financial picture, and work together to build a unique plan to help you achieve what’s most important to you.

Nurture your plan

Your personalized plan creates a strong foundation for financial well-being in every facet of life. And when your situation, priorities, or goals change, your plan will adapt and grow with you.

Learn more about our memberships and how financial planning works with Facet.