We reimagined the role money plays in life.

So you can reimagine what's possible in yours.

Financial planning done right is essential to living well. That’s why we created Facet.

Traditional Financial Advisors
One-off plans focused on investments and retirement.
Dynamic planning that covers every financial decision.
Product sales, commissions, and misaligned incentives.
No product sales, no commissions, no conflicts.
Fees tied to how much you invest.
A flat fee tailored to your needs, not tied to your investments.
Not always a CFP® Professional. Not always a fiduciary.
Always a CFP® Professional. Always a fiduciary.
Expensive, exclusive, and limited in scope.
Affordable, accessible to all, for every facet of life.

We're all about doing the right thing for you.

No commissions to advisors for selling you anything.
No more fees based on how much you invest.
No minimum assets required to invest.
No confusing industry language.

No matter what happens in life, we’re here for you.

The Facet membership covers all your financial decisions.

Your personalized Facet plan evolves with your whole life.

Employee benefits

  • Which health insurance plan should I choose?
  • Does an HSA or an FSA make more sense for me?
  • Is my partner’s insurance better than mine?
  • How can I make the most of my total compensation from my employer?
Employee benefits
  • Which health insurance plan should I choose?
  • Does an HSA or an FSA make more sense for me?
  • Is my partner’s insurance better than mine?
  • How can I make the most of my total compensation from my employer?
  • What should I do with my stock options?
  • What’s better: more equity or more cash?
  • What should I do with my annual bonus?
  • How much should I invest monthly into my 401K?
Cash flow
  • Is it detrimental to my overall goals if I have to pull from savings vs utilize a credit card?
  • How can I be more intentional with my spending?
  • How can I make sure that my decisions are aligned with my goals?
  • Given my monthly expenses, should I get a side hustle?
  • Should I change jobs?
  • What happens to my stock options and 401K if I change jobs?
  • If I got a raise, how would that affect my financial plan?
  • Should I ask for a sign on bonus?
  • How will this investment affect my taxes?
  • Should I use a traditional or Roth account for retirement?
  • How can I reduce my taxable income?
  • How does filing jointly affect my tax return?
  • What does financial independence mean to you?
  • What does that first week in retirement look like?
  • Would you stop working entirely?
  • If money were no object, what would you be doing right now?
Real estate
  • How much house can I afford?
  • Should I look for an investment property?
  • What’s better: stock market or real estate?
  • How does real estate fit into my overall financial plan?
  • What should I know about the stock market?
  • What sources do you use to determine the right portfolio for me?
  • When should I rethink my portfolio?
  • With markets down right now, should I buy or sell?
  • How important is college education for your children?
  • If they were to go to college, would you want to help them with tuition?
  • What’s the best way to save for college?
  • Are there other ways to save for my children’s future other than 529 plans?
  • Which insurance company should I go with?
  • How much home or auto insurance do I need?
  • Is pet insurance necessary?
  • If I were to pass away, would my loved ones be able to maintain the same lifestyle?

Facet helps with all of this, and so much more.

“The combination of the tech platform that Facet provides and our planner has been great. It's been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don't understand something. That was a luxury to say the least.”

Gizem Y & Antonio C  |  Rego Park, NY

*Learn more about our community supporters.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.