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.
What do you get with your membership? Your own CFP® professional and a team of financial experts across investments, taxes, business expenses, student loan debt and more using industry-leading tech.
Book an introductory call with a Facet expert today to learn more.
Book an introductory call with Facet
EXTENDED limited time *$550 kick-start offer! Get $300 into your brokerage account if you invest & maintain $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. Expires May 31, 2024.
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We’re one of the fastest-growing financial services companies*, as seen in:
*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here.
**Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. 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.
Affordable, fixed fees with no surprises
Our fixed-fee memberships are based on your needs—whether you invest money with us or not—and won’t increase as your money grows. (Which can make a big difference over time!)
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 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here.
How we’re different.
What Facet clients are saying.
These testimonials were provided by current clients of Facet Wealth, Inc. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, 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.
Checking in on the soft landing: is inflation finally subsiding?
Investors are breathing a sigh of relief after this month’s employment and inflation data. For the first few months of 2024, job growth and inflation appeared to be accelerating, which had markets worried about another spike in interest rates. At least for one month however, the data is back to supporting the so-called “soft landing” ... Read more
Investor Newsletter: Know your why
Hello and welcome to another edition of the Investor Newsletter. I’m Tom Graff, Chief Investment Officer here at Facet. This week we’ll cover what the Japanese yen has to do with stocks rising this week, preview some big events happening next week, and go over how pros think about monitoring what’s in their portfolios over ... Read more
Investor Newsletter: The Fed, jobs and high school calculus
Hello and welcome to another edition of the Facet Investor Newsletter. I’m your Chief Investment Officer Tom Graff. This week we’ll discuss what happened with the Federal Reserve’s meeting last week, another jobs report, big earnings news from tech giants, and how pros think about the interplay between interest rates and stock prices. Remember, we’re ... Read more
See for yourself why we’re one of the fastest-growing financial services companies.*
*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here.