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Financial Planning For Every Facet Of Your Life | Facet Skip to content
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 * Why Facet
 * What We Cover
 * Membership
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 * Log in
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Your Money
 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

Your Life
 * Family Planning
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 * Family Planning
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Your Work
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 * Equity Compensation
 * Career
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 * Why Facet
 * What We Cover
 * Membership
 * Discover

Your Money
 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

Your Life
 * Family Planning
 * Real Estate
 * Education Planning
 * Estate Planning

 * Family Planning
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 * Estate Planning

Your Work
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 * Small Business

 * Equity Compensation
 * Career
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Log in
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 * Why Facet
 * What We Cover
 * Membership
 * Discover
 * Log in
 * Get started

Your Money
 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

 * Financial Wellness
 * Financial Planning
 * Investing
 * Retirement Planning
 * Insurance Planning
 * Tax Planning

Your Life
 * Family Planning
 * Real Estate
 * Education Planning
 * Estate Planning

 * Family Planning
 * Real Estate
 * Education Planning
 * Estate Planning

Your Work
 * Equity Compensation
 * Career
 * Small Business

 * Equity Compensation
 * Career
 * Small Business


THRIVE IN EVERY FACET OF YOUR LIFE.

Get valuable financial advice, services, and a partner to help you reach your
full potential.

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Get valuable financial advice, services, and a partner to help you reach your
full potential.

Get started


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MAXIMIZE YOUR FINANCIAL OUTCOMES WITH FACET.

Unbiased, personalized, and actually affordable financial advice for every facet
of life is essential to living well. Facet covers everything money touches –
from starting a business, to buying real estate, to having a baby, and so much
more.


WHERE ARE YOU ON YOUR FINANCIAL WELLNESS JOURNEY?

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FIND YOUR FINANCIAL CALM.



Built for everything money touches - family, career, investments, retirement and
everything in between.

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and expert team.

Experience a flat fee membership — 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.




MEET THE FACET COMMUNITY.

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Jay Shetty

You can't have wellness without financial wellness

Antonio & Gimez

Affordable expert guidance from a CFP® professional

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Direct access to experts

Tyler

Support + guidance to reach self-fulfillment

Isha

Complete trust in planner = peace of mind

Brad and Cat

Membership fee based on need + holistic approach

*Learn more about our community supporters.


MEET THE FACET COMMUNITY.

Check out why our members and thought leaders choose Facet.

Explore membership


*Learn more about our community supporters.

“[The Facet service] was like tenfold my expectations in terms of what I got.
I've just been so overjoyed with having what I would describe as a partnership
with Facet to run the business of life. I’m never looking back.”

Tyler A  |  Cupertino, CA

*Learn more about our community supporters.

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© Facet Wealth, Inc. ("Facet") 2024

© Facet Wealth 2024. All rights reserved.

Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an
investment adviser registered with the Securities and Exchange Commission (SEC).
Such registration does not imply endorsement or approval. Investing involves
serious risks and past performance is no guarantee of future performance or
success. This is not a solicitation or an offer to buy or sell securities and
nothing contained herein should be interpreted as a recommendation or research
regarding any investment or investment strategy, legal or tax advice.

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.

Endorsements were provided by promoters or influencers and those individuals
were compensated by Facet Wealth, Inc. ("Facet") and that compensation may have
included free or discounted planning services. The endorsement does not
guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque
design) in the United States, which it authorizes use of by individuals who
successfully complete CFP Board’s initial and ongoing certification
requirements.

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