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.
** 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.
How a Facet memberships work.
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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.
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*In order to be eligible for a refund, member must complete onboarding, uploading all necessary documents within 7 days and attend their first two planning meetings. Within 30 days, member must cancel and request a refund through their dashboard. This excludes any estate planning expenses associated with our service delivered through our partner wealth.com. No other expenses or market losses will be waived or reimbursed under this guarantee. This guarantee may be subject to change. See full for details.
