Financial Planning as it Should Be.
Facet’s unbiased financial planning covers everything that has to do with money — benefit selections, major purchase decisions, your investments and more — so you’ll know you’re making the right decisions for every facet of life.
Schedule a free consultation with a Facet expert.
Right now, Facet is offering $300 into your brokerage account if you invest $5k within your first 90 days**. Don’t wait! This is a limited time offer until December 31, 2023.
See our Disclosures for Endorsements, Testimonials and Social Media.
*See Terms and Conditions and active promotions
Financial Wellness Quiz: Check you score today.
Takes less than 5 minutes.
Unlock insights about your financial health.
Facet’s unbiased financial planning covers everything that has to do with money so you’ll know you’re making the right decisions for every facet of life.
How does your money personality impact your finances?
If your money could talk, what would it say about you? What do your financial decisions tell the world about the person you are and the life you want to live?
Take the Money Style Quiz
(16 different styles)
The Financial Powerhouse
Organized, practical and assertive, you see money as a tool to realize your ambitions and full potential.
The Money Guardian
You are nurturing, detail-oriented, and dependable in your approach to money. To you, money is a means to create comfort and to help others.
The Money Mastermind
You’re strategic, independent, and quite the visionary. You tend to be detail-oriented and prefer to spend and invest to nurture your intellectual curiosity.
How we work with you.
Take a look at what it’s like to work with Facet.
Build a plan and put it into action.
You’ll work with your CFPⓇ Professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.
Nurture your plan.
Since your financial plan needs to keep evolving based on what’s changing in the world and in your life, we meet with you quarterly (on average). Your CFPⓇ Professional is also available to you when questions arise.
Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.
How we’re different.
What Facet clients are saying.
These testimonials were provided by current clients of Facet Wealth, Inc. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
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.
Third quarter earnings spread holiday cheer: Deciphering the S&P 500's success and what may come next
Is the earnings recession finally over? What drove the rise in stocks in 2023? How are companies staying afloat in a higher rate environment?
Find out if surrendering your life insurance policy is the right move for you. Learn about cash value, tax implications, loan options and alternative strategies to keep your policy intact
Do I qualify for the new student loan matching program? How it works, qualifications, how to get started
Find out if you qualify for the new student loan matching program. Learn what types of loans are eligible and how to potentially take advantage of this opportunity in 2024.