The flat fee membership that helps you keep more when you make more.

Book a free introductory call with Facet

First Name(Required)

Last Name(Required)

Email(Required)

Phone(Required)

Household Income(Required)

Estimated Savings(Required)

Hidden

Enable Pop

Hidden

Delay

Name

This field is for validation purposes and should be left unchanged.

To speak with someone now, call us at
1-888-321-5909

By submitting this form, you acknowledge that you have directly provided the email and phone number contact information listed, further acknowledge that Facet Wealth has the option to use either method to contact you, and agree to the terms set forth in our Company Privacy Notice. Message frequency varies, and message and data rates may apply. Reply STOP to opt-out of messages, and email [email protected] for help.

See our Disclosures for Endorsements, Testimonials and Social Media.

*See Terms and Conditions and active promotions

Kevin is not a member of Facet. He has an incentive to endorse Facet, as he receives cash compensation for content production. All opinions are his own and not a guarantee of a similar outcome.

Check your Financial Wellness 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 we work with you.

Take a look at what it’s like to work with Facet.

Meet your CFP^Ⓡ Professional at Facet.

You’ll work virtually one-on-one with your CERTIFIED FINANCIAL PLANNERTM Professional--the highest possible certification--and go into detail about your full financial life story to surface what matters most to you.

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.

At Facet, we never earn commissions, so our success is only measured in terms of your satisfaction and financial security. We achieve this through personalized financial advocacy that’s changing expectations, industry-wide. Here’s how we set ourselves apart:

What Facet members are saying.

"Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me."

"Having a plan that works for US is such a relief, and for such a very decent price. I have already recommended my whole family and my closest friends."

"We were talking last night about how effective our relationship has been with Facet and we are so grateful. Thank you for your patience and diligence in working with us. It's truly been one of our biggest positives of 2020 and we look forward to many years ahead. "

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.