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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.