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.

Give your 401(k) a boost in 2025

With this news, it seemed like a good time to do a deep dive on 401(k) accounts. With the right plan, contributions, and investment strategies in place, a 401(k) gives you an excellent way to save and invest for the future. And like any kind of investment, you have plenty of options and points to ... Read more

Dec 11th 2024 6 Min Read

The Mega Backdoor Roth 401(k): A supercharged retirement strategy

A Mega Backdoor Roth 401(k) is a strategy that can boost your retirement contribution up to $69,000 a year—all through a “backdoor” approach that works around the restrictions of Roth accounts. Instead of contributing directly to a Roth, you can contribute to your 401(k) and then convert it to a Roth 401(k), regardless of your ... Read more

Nov 26th 2024 5 Min Read
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