Financial planning as it should be.
We know that as a busy medical professional, the long and demanding hours leaves you with limited time and energy to effectively manage your personal finances. A Facet membership can alleviate financial stress and ensure your money works as hard as you do. Book a free introductory call to learn more.
Book a FREE intro call to learn more.
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We’re one of the fastest-growing financial services companies*, as seen in:
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*In 2024, Facet was ranked 961 on Inc. 5000 list of America’s fastest-growing private companies based on a three year revenue growth rate. An entry fee was collected by Inc. 5000 for their vetting of the submitted information.
**Nerdwallet review conducted in October of 2024 based on the time frame of August – October 2024. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.
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.
Why choose Facet?
For your entire life (not just your investments)
Because every life decision has financial impacts, we advise on everything your money touches, like major purchases, benefit selections, your investments and more—plus, we go even further to help you execute your plan.
The highest level of financial planning
Our virtual service is accessible from anywhere and around your schedule. You’ll meet with a CFP® professional (the highest certification possible) and they’ll never sell you products or earn commissions.
Flat-fee planning memberships
With Facet, all of our memberships are a flat fee. This keeps you and your goals at the center of every decision we make.
How we work with you.
Take a look at what it’s like to work with Facet.
Meet with a CFP® professional.
You’ll work virtually with a CERTIFIED FINANCIAL PLANNER™ professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.
Build a plan and put it into action.
Nurture your plan.
*Meeting frequency varies based on your membership tier.
How we can help.
Your financial life is impacted by much more than the market. Unplanned and planned changes are a part of life, so our team of CFP® professionals will work with you on an ongoing basis to create the best possible outcomes.
Life milestones
- Getting married or having children
- Separation or divorce
- Healthcare or medical expenses
- Inheritance or a death in the family
- Buying or renting a home
- Elder care planning
Career changes
- A new job, raise or career change
- Employee stock plan questions*
- Benefit selection
Investments & Taxes
- Investment management and optimization
- Retirement account management
- Market and tax law changes
- Tax planning questions*
Retirement planning
- Distribution strategies
- Generational transfers and charitable giving
- Navigating Social Security
- Healthcare planning
We’re one of the fastest-growing financial services companies.*
Members in all 50 states
*In 2024, Facet was ranked 961 on Inc. 5000 list of America’s fastest-growing private companies based on a three year revenue growth rate. An entry fee was collected by Inc. 5000 for their vetting of the submitted information.
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.
Got a concentrated stock holding? How to diversify in a tax-smart way
A common problem we see among members is how to handle a single stock that has become too large within their portfolio. It is a good problem to have, but presents a real challenge. Here are some general principles for approaching this, applicable whether the stock is from your employer or simply a long-held investment that has appreciated.
The 2025 tariff shock: Inflation peak, economic risks and Fed's next move
Recent warnings from major retailers, like Walmart, suggest that price increases related to newly implemented or proposed tariffs are on the horizon. This raises critical questions for consumers and investors: How high could inflation go? How long might these effects last? And what does this all mean for your money?
Is the U.S. dollar losing its power? What it means for investors
The U.S. dollar has declined in value since President Donald Trump announced his tariff plans in early April. Could this threaten the dollar's long-held position as the world's dominant currency? For individual investors living and working in the U.S., what does this mean, and should you be worried?