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Plan for your future now

In a 30-minute call, you can set your sights on the big picture and talk about your personal priorities. Maybe you want to find room for travel, while still paying down your student loan minimums and planning your retirement. It's doable — you just need a plan.

With your goals in mind, Facet Wealth will connect you with one of its online CFPs® for a free comprehensive financial review.

Since everything is done online, you don't need to worry about wasting time traveling to appointments or taking time off work. Your CFP® will work with you on your time.

If your CFP's® plan seems in line with what you're looking for, signing up is simple. After signing up, you get unlimited access to your CFP® for questions or for online meetings.

Are you confident in your retirement savings? Get advice on your investment portfolio from a certified professional through Datalign. It only takes 3 minutes to connect with an advisor who puts you first.

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What does it cost?

To get your finances in order, it'll cost you as little as $100 per month, or $1,200 per year. Facet's fees range from $1,000 to $6,000 per year, and most clients fall in the middle of that range.

For context, most financial advisers charge an hourly rate, a management fee that's a percentage of the assets they manage for you and/or anywhere between $1,000 and $3,500 for a one-time financial plan.

With just a flat fee, you're walking away with peace of mind, ongoing financial guidance, and a financial plan customized for your needs — all for much less than you'd pay the average financial adviser.

Sign up with Facet Wealth today and sync your present goals with your future.

Jump-start your retirement plan with personalized advice

Are your retirement savings on track? Get personalized advice from a financial advisor that understands your needs.

Datalign matches you with vetted registered advisors that can help you improve your investment portfolio and grow your retirement savings safely. In minutes, you can connect with a local or remote advisor and get a free initial consultation.

Get matched with a financial advisor today at Datalign and get on the path to financial success.

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Disclaimer

The content provided on MoneyWise is information to help users become financially literate. It is neither tax nor legal advice, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional. We make no representation or warranty of any kind, either express or implied, with respect to the data provided, the timeliness thereof, the results to be obtained by the use thereof or any other matter.