Financial planning for every facet of your life.
With expert guidance, easy-to-use technology, and a personalized approach to planning, our memberships help you with everything money touches.
Featured in
** Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.
Build a brighter financial future.
Honestly, how are you doing with your money?
You can find out in under 4 minutes. Your free financial wellness score will unlock insights into what you’re doing right and where you can improve. (And of course, we’re here to help.)
Find your financial calm.
Get unbiased financial advice from a team of CERTIFIED FINANCIAL PLANNER™ professionals and experts.
Choose from one of our flat-fee memberships—no product sales, commissions, or surprises.
Personalized financial planning powered by technology.
At Facet, our technology is at the heart of your membership experience. You have up-to-date access to your financial data and direct access to financial experts across investments, taxes, benefits, and more.
Facet is a community.
Check out why our members and thought leaders choose Facet.
Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no 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.
Isha
Complete trust in planner = peace of mind
Tyler
Support + guidance to reach self-fulfillment
Antonio & Gimez
Affordable expert guidance from a CFP® professional
Brad & Cat
Membership fee based on need + holistic approach
Jordan & Marissa
Direct access to experts
“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.”
Antonio & Gimez
Rego Park, NY
Testimonial was provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonial. This testimonial may not be representative of the experiences of other clients, and does not provide a guarantee of future performance success or similar services.