Facet’s Post

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21,158 followers

It’s official! We’re Facet🔶 The Facet membership you already know and love has leveled up! We’re so excited to have a new brand that reflects our innovative approach to financial planning services, now with an updated logo, website design, and enhanced member experience. Together, we will lead this groundbreaking cultural shift; encouraging people to think about money not as an asset, but as a tool to express their values and enrich their life beyond expectation. A new era of financial planning is here.🚀 Spread the word. https://lnkd.in/ed_YdHNG

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Clark Jeffries

Guiding young professionals to financial freedom, providing certainty, clarity, and accountability | Founder of Jeffries Wealth Management

1y

This business model truly is the future of wealth management. Firms like mine, Facet, and many others are well-positioned to help individuals and families who have been left aside by financial advisors who only want to help the "have a-lots," have more... And, those who understand markets and the modern AUM model will see the value in flat fee financial planning and smaller AUM-based investment management fees...

Brent Weiss, CFP®, ChFC®

Co-Founder, Head of Financial Wellness at Facet

1y

A modern and fresh logo. Very reflective of the modern, fresh approach to financial planning (as it should be)!

Kaitlyn Heilweil

🚀 Ex SpaceX Recruiter | 🟣 Savvy Talent Founder

1y

AMAZING!! So excited for this new era of financial planning!!! 🔶 🔶 🔶 🔶 🔶 🔶 🔶 🔶 🔶 🔶 🔶

Taylor Cohn

Chief of Staff & Executive Assistant at Facet

1y

So exciting!! Go team go!! 🔶

🔶 🔶 🔶 🔶 🔶 🔶 🔶 🔶 🔶 🔶 🔶

Caesar O. (MSc, PMP, PSPO, SAMC, CSM)

Project Manager/Organizational Change Practioner/Product Owner/Agile Scrum Master

1y

My supposed financial planner kept evading scheduled sessions. Only met once through an entire year. Took all our goals and absconded. Total waste of money and quite frankly, i think this is a bunch of scammers

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Michelle Wagner, CFP®

Senior Director of Membership at Facet

1y

love it! 🔶

Lauren DeMarzo

Vice President, FP&A at Edelman Financial Engines | Strategic Finance Leader | Business Operations Specialist | Former Investment Analyst

1y

So exciting!!! Let's go!

👏👏👏👏

Leigh Anna Sodac

Marketing Consultant & Fractional CMO | Marketing Strategy & Implementation | Performance & Growth Marketing | Product & Lifecycle Marketing | Go-To-Market | Brand Development | CHIEF | MBA | Voracious Reader

1y

To the moon, team! 🚀🔶

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