Schedule a free consultation with a Facet expert

$500 kick-start*: Get $250 into your brokerage account when you invest $5k within your first 90 days and we’ll waive the $250 enrollment fee for new, annual members.
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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.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.