Financial planning as it should be.
No matter where you’re at on your financial journey, a Facet membership can help by offering valuable financial advice and services to help you reach your full potential.
Take our free Financial Wellness Quiz below or book an introductory call with a Facet expert today.

Honestly, how are you doing with your money?
You can find out in under 4 minutes. Your Financial Wellness Score will unlock insights into what you’re doing right and what could still be better.
How Facet memberships work.
Our flat-fee membership model means no commissions
Support from a team of CFP® professionals and experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.
How we’re different.
What Facet members are saying.
Testimonials were provided by current members of Facet ("Facet Wealth, Inc."). Members have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other members, and do not provide a guarantee of future performance success or similar services.
Grow your knowledge.
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
The passive income trap: Why total return is a smarter strategy for 2025
For many investors the appeal of creating passive income from their portfolio is strong. The idea of generating a steady stream of cash flow from income-based investments is intuitively attractive. However, focusing too narrowly on income can often lead to unintended consequences, such as lower long-term growth and tax inefficiencies. A more effective approach for ... Read more
The cautious case for REITs: Why I'm avoiding real estate stocks in 2025.
REITs have long been a popular asset class for income and diversification. However, the current economic landscape presents a challenging combination of headwinds for REIT investors. Here is why we're cautious about REITs today.
Big Changes to Your Taxes and Savings: A Simple Guide to the 'One Big Beautiful Bill Act'
A major new law, the “One Big Beautiful Bill Act” (OBBBA), was signed on July 4, 2025, and it’s set to make some significant changes to your financial life. Think of it as an update to the tax cuts of 2017, but with new rules for everything from your paycheck to saving for college and ... Read more