- Service Name
Facet
- Industry
Financial Services, Financial Planning, Personal Finance, Investment Advisory
- Main Value Proposition
Facet provides affordable and personalized financial planning services that help individuals achieve their financial goals without the pressure of product sales or commissions.
- Description
Facet offers personalized financial planning and advice tailored to individual needs and goals. Their services include financial wellness, retirement planning, and investment strategies, all provided by certified financial planners.
- Key Features
Affordable flat-fee memberships; Unbiased financial advice from CERTIFIED FINANCIAL PLANNER™ professionals; Access to technology for real-time financial data; Comprehensive coverage of financial aspects including investments, taxes, and family planning
- Use Cases
Facet is most valuable for individuals seeking comprehensive financial planning, those looking to improve their financial wellness, families planning for education and estate needs, and professionals managing equity compensation.
- Competitive advantages
Direct access to certified financial planners without hidden fees; A technology-driven approach that provides real-time access to financial data; A holistic view of financial planning that encompasses all aspects of a client's life
- Strengths
Facet's main strengths include its commitment to unbiased financial advice, the expertise of its certified planners, and the integration of technology to enhance the client experience.
- Positioning
Facet positions itself as a modern, technology-driven financial planning service that prioritizes client needs and transparency over traditional commission-based models.
- Audience
The target users include young professionals, families planning for future expenses, individuals preparing for retirement, and anyone seeking personalized financial guidance.
- CTA
Get started
- Tags
Financial Planning
Investment Advice
Financial Wellness
Certified Financial Planner
- Tagline
Financial planning for every facet of your life.
- Tone of Voice
Supportive, informative, approachable
- Differentiation
Facet stands out in the market by offering a flat-fee membership model that eliminates commissions and product sales, ensuring unbiased advice tailored to each client's unique financial situation.
- Brand Positioning
Facet's brand identity is centered around accessibility, trust, and a commitment to helping clients achieve financial peace of mind through expert guidance.
- Founded
2016-01-01
- Founders
Anders Jones
Brent Weiss
Patrick McKenna