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.
Fed holds rates amid tariff inflation & Trump pressure
The Federal Reserve made no changes to its interest rate target during the May 7 meeting, as was widely expected. This meeting comes at a difficult time for the Fed. The economy seems to be slowing, but tariffs are very likely to deliver a bout of inflation this summer. Meanwhile, President Donald Trump is putting ... Read more
What is Stagflation? Explaining the economic threat and tariff impact
With tariffs threatening to both pushing prices higher and weaken economic growth, some are warning that a period of stagflation could be upon us. So what is stagflation? Why could tariffs cause it? And what really is the risk to you?
Is gold really a safe haven? A data-driven look for US investors
Gold is often touted as a hedge against inflation or other economic challenges. But the data tells a different story. We dive into both the long-term and short-term challenges with investing in gold.