About Facet wealth
Facet Wealth: Personalized Financial Advice for Every Facet of Your Life
Are you tired of generic financial advice that doesn't take into account your unique circumstances and goals? Do you want a financial planner who truly understands your needs and can help you achieve your dreams? Look no further than Facet Wealth.
Facet Wealth is a revolutionary financial planning company that offers personalized advice to clients across the United States. With a team of certified financial planners (CFPs) and an innovative online platform, Facet makes it easy for anyone to get the expert guidance they need to manage their finances effectively.
Founded in 2016 by Anders Jones, Brent Weiss, and Dr. Patrick McKenna, Facet has quickly become one of the most trusted names in the industry. The company's mission is simple: to provide affordable, accessible financial planning services that are tailored to each client's unique situation.
So how does Facet work? It all starts with a free consultation with one of their CFPs. During this initial meeting, you'll discuss your current financial situation, your goals for the future, and any concerns or questions you may have. Based on this information, your CFP will create a customized plan that addresses all aspects of your finances - from budgeting and saving to investing and retirement planning.
One thing that sets Facet apart from other financial planning firms is its use of technology. The company's online platform allows clients to access their accounts 24/7 from anywhere in the world. You can view all aspects of your plan at any time - including investment performance, cash flow projections, tax strategies, and more.
But don't worry - just because Facet uses technology doesn't mean they've sacrificed personalization or human interaction. In fact, every client is assigned a dedicated CFP who serves as their primary point of contact throughout their relationship with the company. You'll have regular check-ins with your planner via phone or video chat so you can stay on track toward achieving your goals.
Another benefit of working with Facet is its fee structure. Unlike many traditional financial advisors who charge high fees based on assets under management (AUM), Facet charges a flat fee based on the complexity of each client's situation. This means that even if you don't have millions in assets like some high-net-worth individuals do; still get access to top-notch advice without breaking the bank.
In addition to its core services like comprehensive wealth management plans & investment management solutions; facet also offers specialized services such as tax optimization strategies & estate planning solutions which are designed specifically for those looking for more advanced wealth management solutions
Overall; if you're looking for personalized financial advice from experts who truly care about helping you achieve success; look no further than facet wealth! With its innovative approach combining cutting-edge technology & human expertise; it has become one among few companies offering best-in-class service at an affordable price point while delivering exceptional value through customized plans tailored specifically towards individual needs
facetwealth.com
