Facet: Financial Planning

Keep your roadmap on track, take action toward your goals, check balances, get your money questions answered, and more—anytime, anywhere. Plus, get weekly market update videos from our Chief Investment Officer, Tom Graff, right on your home screen. WHAT MEMBERS LOVE MOST ABOUT THE APP: • PLANNER MESSAGING: Send a quick note or update to a planner or our member experience team instantly. Easily snap and upload financial documents or photos, filter your conversations, and manage your threads on the fly. • YOUR FACET BALANCE AT A GLANCE: Track your total Facet account roll-up and account performance, anytime. • ACCOUNTS VIEW: See what you own (assets) and what you owe (liabilities). Connect your external accounts and track your total investment mix in one central place. EVERYTHING YOU NEED TO STAY ON TRACK: • TRACK YOUR GOALS: Get a quick recap of your financial goals and how you’re tracking. • MONTHLY ACTIONS: View your next steps, check them off as you go, and securely upload files. • EXCLUSIVE MARKET INSIGHTS: Stay informed with weekly market clarity videos directly from our Chief Investment Officer, Tom Graff. • ON-THE-GO ACCESS: Check real-time market data, view statements, access transaction history, and dive into the Facet Learn Library whenever you want. WHY MEMBERS CHOOSE FACET: Make money decisions with confidence with objective, transparent financial planning for everything your money touches. Our flat-fee membership gives you a personalized and dynamic roadmap, expert CFP® advice, and simple steps to achieve your goals. • FLAT-FEE MEMBERSHIP: Your membership fee doesn't increase as your money grows. No hidden commissions, no asset-under-management percentages. • CFP® GUIDANCE: Work with CERTIFIED FINANCIAL PLANNER® professionals whose only goal is to help you make the right money decisions. • COMPREHENSIVE PLANNING: Covers your full financial life—from retirement and tax strategies to saving for a home and education. • INVESTMENT MANAGEMENT: Included at no additional cost; built to grow your money while protecting you from volatility. • TAX-SAVING STRATEGIES: Strategies like Roth conversions and tax-loss harvesting help keep your lifetime tax bill as low as possible. • PERSONALIZED ROADMAP: Together with your CFP® and our advanced planning technology, we build a personalized roadmap to your goals. • RETIREMENT PLANNING: Build a clear path to your vision for retirement with strategies tailored to your timeline and goals. • UNLIMITED MESSAGING: Message a CFP® professional anytime for objective, fiduciary guidance. Whether you're buying a home, preparing for retirement, or navigating one of life's unexpected turns, you'll always have Facet with you. RECOGNIZED BY EXPERTS, TRUSTED BY THOUSANDS: • GOOGLE: 4.9 stars • TRUSTPILOT 4.8 stars • NERDWALLET: Rated 4.6 for comprehensive financial planning • WSJ | BUY SIDE: Best Financial Advisor Firms of 2026 • USA TODAY: Best Financial Advisory Firms 2026 • BETTER BUSINESS BUREAU: Accredited, A+ Rated Business SECURE & TRUSTED We use bank-level security and advanced encryption to help ensure your personal financial data stays private and protected. Not a Facet member yet? Visit facet.com to learn how our flat-fee financial planning can help you build the life you want. Disclosure Facet is a SEC registered investment advisor. Images for illustrative purposes only. Tax filing and estate planning services are delivered through third party partnerships. All investing carries inherent risk and there are no guarantees of future results. © Facet Wealth 2026. All rights reserved.