The future of financial planning is here.
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Which financial goals are most important to you right now?
Investing
Investing
- Personalized investment strategy
- 401(k) & HSA portfolio guidance
- Proactive tax-loss harvesting
Retirement
Retirement
- Comprehensive retirement strategy
- Tax-smart withdrawal strategy
- Pre-retiree and retiree support
Financial planning
Financial planning
- CFP® professional guidance
- Personalized financial roadmap
- Guidance for all life decisions
Insurance
Insurance
- Objective coverage gap analysis
- Annual policy & price reviews
- Employer benefits insurance optimization
Estate planning
Estate planning
- Estate planning education & guidance
- Full suite of state-optimized documents
- Wills, trusts & legal documents
Tax planning
Tax planning
- Year-round reduction strategies
- Prior-year return missed opportunity analysis
- Personalized Roth conversion planning
Tax filing
Tax filing
- Expert tax prep & filing
- Personalized tax savings analysis
- Single dashboard for finances and taxes
Family financial planning
Family financial planning
- Major life event guidance
- New home purchase planning
- Multigenerational financial planning
Equity comp
Equity comp
- Equity award planning (optimal exercise & tax plan)
- Company stock plan guidance (RSUs, ISOs, etc.)
- Annual access to equity comp specialist
Employer benefit planning
Employer benefit planning
- Health, disability, life insurance benefit utilization
- 401(k)s, IRAs, profit-sharing, ESOPs and more
- Equity comp like RSUs, NSOs, and ISOs
Financial wellness
Financial wellness
- Personalized financial coaching
- Goal & confidence building
- Holistic money management
Education planning
Education planning
- Savings and funding strategies
- Financial aid guidance
- Loan payoff strategies
Investing
- Personalized investment strategy
- 401(k) & HSA portfolio guidance
- Proactive tax-loss harvesting
Retirement
- Comprehensive retirement strategy
- Tax-smart withdrawal strategy
- Pre-retiree and retiree support
Financial planning
- CFP® professional guidance
- Personalized financial roadmap
- Guidance for all life decisions
Insurance
- Objective coverage gap analysis
- Annual policy & price reviews
- Employer benefits insurance optimization
Estate planning
- Estate planning education & guidance
- Full suite of state-optimized documents
- Wills, trusts & legal documents
Tax planning
- Year-round reduction strategies
- Prior-year return missed opportunity analysis
- Personalized Roth conversion planning
Tax filing
- Expert tax prep & filing
- Personalized tax savings analysis
- Single dashboard for finances and taxes
Family financial planning
- Major life event guidance
- New home purchase planning
- Multigenerational financial planning
Equity compensation
- Equity award planning (optimal exercise & tax plan)
- Company stock plan guidance (RSUs, ISOs, etc.)
- Annual access to equity comp specialist
Employer benefit planning
- Health, disability, life insurance benefit utilization
- 401(k)s, IRAs, profit-sharing, ESOPs and more
- Equity comp like RSUs, NSOs, and ISOs
Financial wellness
- Personalized financial coaching
- Goal & confidence building
- Holistic money management
Education planning
- Savings and funding strategies
- Financial aid guidance
- Loan payoff strategies
Feel confident you're making the right money decisions. See the difference Facet can make.
Finally, financial planning is all about you.
We’ve made financial planning the way it should be. All about you. And that’s much more than retirement planning, it’s planning for the life you want to live – from big things to everyday things – and how your finances can get you there.
Our guidance gives you a clear path forward with a personalized financial roadmap. Along the way, we help you keep on track with guided steps, regular check-ins with a CFP® professional, and user-friendly tech, so you can make smart money moves again and again.
