Facet ★ 0Sign in to vote

Facet is a financial planning firm that describes its service as ongoing, personalized guidance supported by certified financial planner professionals and digital tools. Its public information discusses planning for multiple parts of a person’s financial life, including employee compensation, tax considerations, home purchases, savings and investment strategy. The company says members work with planning professionals to develop a financial plan that can evolve as circumstances change, with technology used to organize financial information. Facet positions its offering as a human-led relationship supported by an online experience, rather than advice limited to selecting investments. People considering the service can review its planning approach and membership details directly with the firm to understand availability, scope and fees.