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Facet Wealth Review

By Paige Whiteside 4 July, 2023 3 mins read

Facet Wealth is a financial advisory that provides comprehensive financial advice, investment management, traditional financial planning, and more. Their advisors offer expert advice on income tax planning and estate planning. The BBB rates it A+ and charges a flat annual cost. These services are far cheaper than using a CFP from an independent firm or a robo advisor.

Facet Wealth works as a fiduciary

Facet Wealth is the right choice if you are looking for financial advice to help you invest your money. You can speak with them by phone or using video conferencing software. Every conversation will be conducted by the same CFP. This ensures that you receive one-on-1 attention from the very beginning. They'll then set up a complimentary financial assessment to evaluate your financial situation and recommend a plan that suits you.

The firm offers services comparable to traditional wealth management firms. Facet offers all of the guidance needed and assigns each client a personal CFP. The firm doesn't charge a cancellation fee, either.

The annual flat fee is charged

Facet Wealth offers personalized financial planning services for individuals and companies. Facet Wealth has a team CFPs that match clients with the right financial professional based on their skills, preferences, and level of service. Clients will meet with their advisors on a video call to discuss any questions they may have.

Facet Wealth charges only for the services they provide, and not for the assets under their management. This is particularly useful for large portfolios. A routine financial plan is also provided by the firm, which uses low-cost mutual and individual stocks as well ETFs. Your advisor will tailor a financial plan to suit your financial needs based on investment preferences.

It holds an A+ rating with BBB

Facet Wealth could be the right choice for you if you're looking for a wealth manager firm. Facet Wealth's services can be accessed online and you can select the type of financial planning that best suits your needs. This company charges a flat rate, not a percentage. This makes it more affordable for many. It offers comprehensive financial planning, as well as access to a financial advisor who is located in your area.

Facet Wealth enjoys a 95% satisfaction rate. It also has a 3.7 out of 5 star rating on Trustpilot. Many customers have overwhelmingly positive reviews about the website. Facet Wealth is rated A+ by the Better Business Bureau. This rating is based on a company’s complaint history and customer satisfaction. It also considers time in business. It also examines any potential government actions and issues affecting the company, such as licensing or advertising.

It allows for traditional financial planning

Facet Wealth, a Baltimore-based financial planning firm that specializes helping clients achieve their financial goals, is full-service. A qualified financial advisor is vital for a fulfilling and happy life. They have over 300 employees and serve clients from all 50 States. They provide investment advice, financial management, and advice on all aspects of personal finance. There are no upfront or minimum account requirements.

Facet Wealth's dedicated CFPs work closely with clients to achieve their financial goals. They assess their financial situation and discuss future goals. They can then tailor their plans to their clients' specific needs and circumstances. CFPs can also help clients to determine their insurance requirements, which can help them achieve their savings goals.

It has 20 years' experience

Facet Wealth boasts more than twenty years of asset planning and management experience. At present, the company manages $961million across 9,664 accounts. Facet Wealth offers a complete range of financial planning services to clients of all income levels. Its services are also available for high-net worth clients. The company offers asset management and financial planning services starting at $1800 per year.

The company's mission statement is to provide affordable, personalized financial advice to its clients. Its success has enabled the company to grow quickly from 32 employees, to 110 in just two short years. Inc. recently named it one of America's fastest growing private businesses and it raised $100 million in Series C funding.

FAQ

What is the difference of life coaching and counseling?

Counseling assists clients in resolving personal issues, while Life Coaching helps them improve their skills for all aspects of life.

Counseling is an individual service, where you meet with someone who helps you solve particular problems.

Life Coaching is a group program where you can meet with your peers to help one another grow.

Most life coaching can be done online or over the phone, while counseling is done face-to–face.

Coaching is a way to improve your life and help you realize your goals. Counselors focus on current issues.

Counselling and life coaching have one major difference: counselors are trained to treat specific problems, while coaches can help you overcome them to create a happy life.

How effective are life coaches

Life coaches help us understand who we are and what motivates them to help us achieve our goals. They also give strategies to help overcome obstacles.

They enable us to set realistic goals for ourselves and track our progress towards these goals.

Life coaching helps people become more self-aware, which allows them to make better decisions and know their own limitations. It can also help people improve their relationships with others and cope effectively with difficult situations.

What are my options?

There is no need to make payment until you have received your final bill.

Many life coaches do not charge an upfront fee, which makes it simple to benefit from their expertise without having to spend any money.

You will need to agree to a price if you hire a coach before you start your relationship.

What should I expect during my first session with a Life Coach?

Your first appointment with a Life Coach will typically last around one hour. You'll meet with your coach face-to-face for the first time.

Your coach will interview you to learn about your current situation, how you feel, and what you wish to change. Your coach will use this information in order to customize their approach to your needs.

A questionnaire might be requested so your coach can get to know you and your priorities.

Your coach will explain the fees and outline the services that they offer at the end of the first meeting. Together you will decide which services are best suited for you.

What is a relationship coach?

A relationship coach is someone who helps you to develop the skills necessary for strong relationships.

They help you to better understand yourself and others. They are there to support you when and where you need them.

A coach in relationship and life understands the importance and benefits of self-care. They encourage clients to make time for things that make them happy and satisfied.

Relationship life coaches have a broad understanding of human behavior and emotional intelligence, enabling them to quickly identify issues and problems and respond accordingly.

Relationship coaches are available at all stages of life.

How do I determine if I require a life coach or not?

You might need some additional help if you feel you're not living upto your potential. If you have tried in the past to accomplish something, but failed, this is a good indicator. Maybe you are having trouble sticking with your goal long enough so that results can be seen.

You may have stress-related burnout if you are having trouble managing your personal and professional life.

These are the challenges that life coaches can help you conquer.

Statistics

If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
According to a study from 2017, one of the main reasons for long-term couples splitting up was that one of the partners was no longer showing enough affection and attention to the other. (medicalnewstoday.com)
Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.com)
People with healthy relationships have better health outcomes, are more likely to engage in healthy behaviors, and have a decreased mortality risk.1 (verywellmind.com)
This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)

External Links

oprahdaily.com

What is a Coach for Life? Although they aren't therapists, here's how they help you.

doi.org

verywellmind.com

5 Differences Between Psychotherapy and Coaching

tonyrobbins.com

How To

What problems can life coaches solve for you?

Life coaching is an effective method for dealing with personal issues such anxiety, stress, depression, self-doubt, relationship problems, career challenges, and other difficulties. It helps clients reach their goals by helping them to identify what they want, and creating strategies that will help them achieve those goals.

Life coaching is beneficial for clients because they learn how: