Congratulations on taking your first step to financial wellness!​

Please check your email and accept the calendar invitation to secure your meeting with Facet. Until then, we think you’ll enjoy this video:
"What can I expect when I sign up with Facet?"

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 at Facet 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 at Facet regularly to reassess, and keep up with life and market changes.

Tap Into Expert Advice

The 2025 tariff shock: Inflation peak, economic risks and Fed's next move

Recent warnings from major retailers, like Walmart, suggest that price increases related to newly implemented or proposed tariffs are on the horizon. This raises critical questions for consumers and investors: How high could inflation go? How long might these effects last? And what does this all mean for your money?

3 Min Read

Is the U.S. dollar losing its power? What it means for investors

The U.S. dollar has declined in value since President Donald Trump announced his tariff plans in early April. Could this threaten the dollar's long-held position as the world's dominant currency? For individual investors living and working in the U.S., what does this mean, and should you be worried?

5 Min Read

Fed holds rates amid tariff inflation & Trump pressure

The Federal Reserve made no changes to its interest rate target during the May 7 meeting, as was widely expected. This meeting comes at a difficult time for the Fed. The economy seems to be slowing, but tariffs are very likely to deliver a bout of inflation this summer. Meanwhile, President Donald Trump is putting ... Read more

3 Min Read
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