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 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 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 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.
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?
