Facet
Financial planning for the life you want.
Facet is a financial planning membership service that connects users with certified financial planners for a flat, fixed fee. It provides personalized financial roadmaps covering retirement planning, investing, tax planning, and other life goals. The service is positioned as an affordable alternative to traditional AUM-based financial advisory models.
Members pay a flat annual fee to access a dedicated certified financial planner who creates a personalized financial roadmap, offers unlimited messaging, and provides monthly check-ins covering all aspects of their financial life.
Individuals and couples seeking affordable, personalized financial planning and investment advice
Background.
- Status
- launched
- Business model
- subscription
- Company
- Facet Wealth, Inc
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