{"id":2030,"date":"2023-11-30T11:17:06","date_gmt":"2023-11-30T11:17:06","guid":{"rendered":"https:\/\/thewealthcircle.com\/?p=2030"},"modified":"2023-11-30T11:54:02","modified_gmt":"2023-11-30T11:54:02","slug":"facet-wealth-reviews","status":"publish","type":"post","link":"https:\/\/kiiky.com\/wealth\/facet-wealth-reviews\/","title":{"rendered":"Facet Wealth Reviews: Legit or Scam | Benefits | Pros & Cons","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"\n

To meet our unlimited wants, we need to plan. This is because the resources available to meet our unlimited wants are limited.<\/p>\n\n\n\n

We can\u2019t achieve much in our lives without good financial planning. Planning your finance may sound like such a tough task, but with an effective financial planner, you can handle your everyday need and even your big-picture future financial needs comfortably.<\/p>\n\n\n\n

Fortunately, there are tons of options to help you make your financial plans. Among these options is Facet Wealth. <\/p>\n\n\n\n

Facet Wealth helps you plan your financial future for a flat yearly fee through an online-based Certified Financial Planner.<\/p>\n\n\n\n

There are a lot of benefits Facet Wealth offers to its customers, despite some of its shortcomings.<\/p>\n\n\n\n

We\u2019ll discuss all the benefits of Facet Wealth in this article, showing you how it can help with your financial plan, investments, insurance, or other financial needs.<\/p>\n\n\n\n

This complete review of Facet Wealth will expose you to how convenient this financial planner is. <\/p>\n\n\n\n

You can glance through the table of content to get an overview of what to expect from this article.<\/p>\n\n\n\n

What is Facet Wealth?<\/h2>\n\n\n\n

Facet Wealth is a next-gen financial planning company for people who want more than Robo-advisors\u2019 automated portfolio management but can\u2019t afford it.<\/p>\n\n\n\n

Similarly, they can be an online financial planning firm that puts their client\u2019s interests first by offering financial planning at an affordable price.<\/p>\n\n\n\n

It pairs clients and a dedicated Certified Financial Planner to manage investments, savings, insurance, taxes, and estate plans. This helps to improve their financial health and wellness.<\/p>\n\n\n\n

In short, Facet Wealth aims to help people find\u00a0online financial planning<\/strong><\/a>\u00a0that is easy, personal, and affordable.<\/p>\n\n\n\n

In making this a reality, they provide several pricing levels based on the person\u2019s specific financial planning needs and unlimited access to your Certified Financial Planner (CFP).<\/p>\n\n\n\n

Looking for an easy way to make purchases online? Read this PayPal Credit Review 2023: Pricing, Features, Legit or Scam<\/a><\/strong><\/p>\n\n\n\n

Does Facet Wealth Like Every other Financial company? <\/span><\/h2>\n\n\n\n

Well, not really. Unlike the complex procedures involved in other financial companies, Facet Wealth is simple and easy to work on.<\/p>\n\n\n\n

The first step you\u2019ve to take is to make a phone call, known as an introductory call. In this call, you\u2019re to explain your intent and present your financial situation. Note, it will last for 30-60 mins.<\/p>\n\n\n\n

Based on your provided information, Facet Wealth sets you up with any of their CFP\u00aes for an initial complimentary financial review. Note, this can take 45 mins.<\/p>\n\n\n\n

Once the financial review is completed, you can sign up for any of their plans based on your needs. By doing that, you\u2019ve become their client and can meet with your CFP\u00ae whenever you\u2019ve got a question.<\/p>\n\n\n\n

Facet Wealth’s upside is that you can reach your planner or advisor anytime, even outside of normal business hours, through a video conference call.<\/p>\n\n\n\n

Note that your questions may be limited to the topics you pay for advice on. For instance, if you don\u2019t choose a plan level that includes estate planning, you won\u2019t ask estate planning questions.<\/p>\n\n\n\n

Normally, business owners and high-net-worth individuals go for the highest service levels. While average people looking for a financial advisor are at the middle level. The middle-level services include: planning for education, retirement, and insurance coverage, services.<\/p>\n\n\n\n

What is Facet Wealth Pricing Like?<\/strong><\/h2>\n\n\n\n

Pricing here varies. It depends on your financial situation. Facet Wealth fees are around $1,200\/year (which is $100\/month) to $6,000\/year ($500\/month).
If you pay monthly, their service fees range from $100\u2013$500 per month. <\/p>\n\n\n\n

It all depends on your needs. Aside from the services, you can get help choosing your employee benefits through the help of a Facet Wealth CFP.<\/p>\n\n\n\n

They offer seven services with prices that increase with the level of services rendered.<\/p>\n\n\n\n

What are the Features of Facet Wealth?<\/h2>\n\n\n\n

Besides the flexible services Facet Wealth offers, they also have many qualities and features that distinguish it from most financial companies.<\/p>\n\n\n\n

Some of them include:<\/p>\n\n\n\n