Insider + Facet Wealth
Insider has chosen to partner with Facet Wealth to provide you with access to their award-winning, financial wellness benefits. Insider employees receive discounted and subsidized comprehensive financial planning.
Financial Planning as it Should Be
Facet Wealth provides actionable advice to enrich every part of your life. This means you receive guidance on everything money impacts in your life. You receive your own dedicated CFP® professional to give objective advice. Working with Facet is a flat annual fee ranging from $1,800 – $6,000 per year depending on your specific situation. Facet can also manage your investments for no additional cost! Click below to schedule a introductory call to learn more.
The Facet Way
Facet CERTIFIED FINANCIAL PLANNER™ Professional
Dedicated to every client.
Facet Financial Life Plan
Comprehensive financial life planning that covers every aspect of your life.
A Fiduciary
We always act in your best interest. Period.
Transparent and Simple
We define your life goals; create your Facet Financial Life Plan; discuss and assess your appropriate risk; and monitor and rebalance as needed.
Affordable, Flat Fee
Work with us on an ongoing basis for a discounted, customized annual price.
Facet Wealth & You
Who We Are
Facet Wealth is a financial wellness provider, focused on delivering financial life planning to employees across the country. We offer complimentary one-on-one coaching sessions designed to give directional advice in a couple areas, as well as comprehensive, ongoing financial planning relationships for an affordable, flat annual fee. The financial planning relationship means having a dedicated, and proactive financial planner who will always be on the lookout for adjustments that lead to improvements in your daily life and support your long term goals. Helping you understand your financial life is at the heart of everything we do; it is our mission to educate and empower you.
How We Can Help
We pair all clients with a dedicated, CFP ® Professional to navigate the road to financial wellness. All of our planners are fiduciaries, meaning they are legally obligated to always give advice that is in your best interest. With Facet, you can rest assured that you will always have access to objective and trustworthy financial advice that meets the highest standards.
