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Facet Wealth has been named NerdWallet’s 2020 “Best Online Financial Planning Service”
Get To Know Facet Wealth
At Facet, you work with a dedicated CFP® Professional – not a call center – on what’s important to you. We provide a complimentary goal setting and financial analysis session with a CFP® Professional to make sure we understand how we can help you.
All of our service levels include:
- Dedicated CFP® Professional
- Goal Based Financial Planning
- Financial planning supported by a sound investment strategy, not the other way around