WHAT WE OFFER
From consulting and strategy development to implementation and support, our comprehensive services can help your business thrive.
Find the right advice, right when you need it
Whether you’re starting a business, starting a family, or an employee dealing with startup equity for the first time, we have services that are tailored to your meet your goals.
Explore our services below or take the quiz to get started. Pricing is listed for each service, and your first call is always on the house.
Target Retirement Funds
Target Retirement Funds (TRFs) are all-in-one investments that deliver diversification with just 1 fund.
Cash Investments
Cash investments include certificates of deposit (CDs) and money market funds. These low-risk products aim to protect your principal while earning you money in a low-yield return.
Index funds
Index funds track a specific market benchmark—like the S&P 500 Index—and offer enviable cost advantage, lower risk through broader diversification, and more.
Financial wellnessFind your financial fulfillment.
Financial wellness is an ongoing, dynamic, and evolving process. It’s essential for leading a happier and more fulfilling life. Facet provides the tools, support, and advice to help you make informed decisions and take control of everything your money touches.
Real estateTurn your major decisions into seamless experiences.
Whether buying or renting, you’re going to need a plan. Facet will help you discover how much house you can comfortably afford and fit those payments into your cash flow plan.
Small businessThe backbone of the economy.
Starting a small business is hard enough. Keeping that business running and providing a fulfilling life for you and your family can be even more challenging. Facet’s team of experts helps small business owners optimize their personal financial lives, leaving more time for them to do what they do best.
Estate planningNot just for the wealthy.
We all need some form of estate planning. By planning ahead, you stand to gain greater control, privacy, and security of what you leave behind to your spouse or partner, child, employees, or your community.
When you make more, you keep more.
Most advisors charge you a percentage of the amount you invest. They’re incentivized to get you to invest more money, not prioritize what matters most to you. And when you make more, you pay more. Our flat fee is tailored to your needs, not tied to your investments.