Financial help that puts you first.
Tired of hidden fees and complicated advice? Discover a new kind of financial planning designed for everyone.
The problem with the old way.
The world has gotten simpler and smarter, but for a long time, getting financial advice has been stuck in the past. It often feels complicated, expensive, and designed for people who are already wealthy.
Traditional advisors often charge a fee as a percentage of your money. The more of your money they manage, the more they get paid. This can create a system where the advice you get might be more focused on their paycheck than on your overall goals. It also means the advice tends to focus on investing, ignoring other important things like your taxes, your budget or saving for a home.
It’s time for that to change.
A new and simpler approach to your money.
Facet does things differently. We believe expert financial help should be accessible to everyone.
First, our flat-fee membership means our advice is based on your needs, not on how much money you have. This means transparent, objective planning from a trusted team of experts.
Next, we partner you with a real expert, a Certified Financial Planner (CFP®) professional. Their job is to always put your interests first.
Finally, we help with your whole money life. This isn’t just about investing or retirement. It’s about making one simple roadmap that you can update along the way.
Your financial life, all in one place.
Retirement planning
Tax planning & filing*
Family planning
Investing
Estate planning
It's never too early to plan.
Start now to give your money more time to work for you.
Our team is here to help you make informed decisions and build a personalized financial roadmap that changes as your life changes. Our industry-leading technology brings all your financial information together, making it easy to stay on track.
