the Facet Wealth way
real financial health starts with a plan
We believe that every facet of your plan should be focused on improving your overall financial health and achieving important life goals. Take the steps to build the foundation for your financial life plan. The Financial Wellness Resource Guide is your starting point to learning more about how to turn your goals into action plans and build your confidence along the way.
PLANNING TOPICS
Learn more about some of the common areas we help our clients by clicking on the topics below.
Setting SMARTER Goals
Explore your possibilities and set goals that help you balance the enjoyment of life today with a plan for what's on the horizon.
Spending with a Plan
Creating and monitoring a spending plan shouldn't be frustrating. Learn about cash flow tips to maintain a plan that matches your goals.
Dealing with Debt
Take control of your financial future by reducing problematic debt with a plan. Find the best strategy for your situation with confidence.
Investing with Purpose
Our investment philosophy focuses on the things you can control. Learn about best practices to help your money work harder for you.
Retirement Planning
Create your own unique definition of what retirement means and turn these dreams into a reality. Explore your future possibilities today.
Education Planning
Funding a child's education is an important decision. Identify the best ways to fund these expenses without compromising other goals.
Wealth Protection
Risk management planning helps protect you from life's unknowns. Learn more about potential gaps in your plan and how to fill them.
Estate Planning
Effective estate plans deal with more than just death and what happens to your stuff. The best estate plans are about life and peace of mind.
Planning for Life Events
We provide guidance across all areas of the life experience. From getting married to buying a home or retiring soon - we've got you covered.
College savings: putting a price on the priceless, part 1
By: Brent Weiss, Co-Founder and Chief Evangelist Higher education is always marketed as invaluable, but there’s a very real price tag. Every year the price
The one number that can change your financial life
The one number that can change your financial life By Brent Weiss When I worked as a CERTIFIED FINANCIAL PLANNER™ (CFP®), I realized something: one
What Is Financial Health?
What is Financial Health? If you ask a medical professional, “Is health (or wellness) the absence of disease?” the answer would be a resounding no.
What’s The Most Powerful Retirement Tool in Your Financial Toolbox?
If you’re not familiar with the federal tax code, 401(k), 403(b), and 457 might sound like the secret numbers you need to find to defeat an escape room. BUT, they are actually the portions of tax code that describe some of the most valuable tools for retirement.
Ask Us Anything: 2021 Retirement Contributions
By Brent Weiss, CFP®, ChFC® Brent answers your question: How much money can I put away for retirement in 2021? https://youtu.be/51jD7Iv6-VU
Setting Financial Goals For 2021 Despite COVID-19
Setting goals is one of the best ways to personally grow. Here’s how to set financial goals for 2021 (despite the havoc COVID-19 may have wreaked on your finances in 2020)!
Ask Us Anything: New Year’s Resolutions & Smarter Goals
By Brent Weiss, CFP®, ChFC® Brent answers your question: How can you make and keep smarter financial resolutions? https://youtu.be/5c9OWV0cK8U
Ask Us Anything: Credit & Fraud
By Brent Weiss, CFP®, ChFC® One of our co-founders was recently victim of a fraudulent unemployment insurance claim. Want to learn what you can do to
Disclosure:
Facet Wealth, Inc. (“Facet”) is an SEC registered investment adviser located in Baltimore, Maryland. This is not an offer to sell securities or the solicitation of an offer to purchase securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance. Please see our disclosures below for additional information.