Congratulations on taking your first step to financial wellness!
Please check your email and accept the calendar invitation to secure your meeting with a Facet expert.
Here’s what to expect next:
We’ll start with a conversation
A Facet expert will call you within 24 hours.A Facet expert will call you at your scheduled time. They’ll take the time to hear more about your financial life, understand your needs, and create a customized package that works best for you.
Meet Your CFPⓇ Professional
You and your CFPⓇ Professional at Facet will go into detail about your financial picture, and work together to build a unique plan.
Nurture Your Plan
Your personalized financial plan will create a strong foundation for financial well-being in every facet of your life. You’ll meet with you CFPⓇ Professional at Facet regularly to reassess, and keep up with life and market changes.
Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.
Ten Questions to Ask A Financial Planner
There’s a lot to consider while you explore financial planning options. Here are a few key questions to guide your process.
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.
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How much does a financial planner cost, and could a flat fee be better than 1% AUM?
Thinking about working with a financial planner is an exciting milestone, but figuring out how much it costs can feel surprisingly complicated. Money is deeply personal, and how you choose to invest it should reflect your values, not eat away at your long-term growth through hidden or compounding fees. Knowing where your money goes gives ... Read more
Q3 2026 performance review and outlook: How surging interest rates and AI volatility impacted portfolios
Stocks rose slightly during the third quarter of 2026, with the Morningstar Global Markets gaining 1.2%. There were two big themes this quarter – AI and interest rates. We suspect these are going to remain the big themes over the next few quarters as well. Interest rates surged this quarter on concerns about higher inflation ... Read more
