Concierge Package

For our Concierge Package, clients who sign up for it will receive a package of services in addition to the annual planning subscription.  These services include:

  • Tax preparation for state and federal returns for the 2021 tax year.
  • Estate planning services to include the review, updating and preparation, as needed, of estate planning documentation.*

A team of investment operations specialists dedicated to personally guiding the process of any investment account transfers and rollovers.

For the first year, all of these services are offered at a discounted price quoted and displayed upon agreement, confirmed via email and are in addition to the annual planning fee. After the first year of service, these services will be renewed at the standard pricing.

* Some exclusions, such as irrevocable trusts or standalone special needs trusts, do apply.

** This new client offer expires on 12/31/2021.

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.