Facet

Having advisors available to toss…

Having advisors available to toss around ideas on how to maximize our estate is extremely valuable.

Our first session with my financial…

Our first session with my financial planner was superb! She was very knowledgeable and helpful. We have some things to do to reach our goals but our retirement planning is right on track. We found this very reassuring. We are very impressed with Facet and are happy with the service we have received!

Great experience so far!

Really like our advisor Sarah. She answers all our questions very thoughtfully and clearly & brings up topics we’d been overlooking, like adjusting insurance coverage.

Chris was great

Chris was great. He explains things so that people like me who don’t know a lot about finance can understand. He can to the meeting very prepared and knowledgeable about our particular finances

Timothy GaussUnited States · 2 reviews · Verified · Experienced 2026-07-22 · Posted 2026-07-23

Jacob has us on track to reach our…

Jacob has us on track to reach our financial goals and makes everything easier to understand.

It was a great first meeting and I am…

It was a great first meeting and I am excited to learn more

Brian was very personable and we hit…

Brian was very personable and we hit the ground running...very please with the process

Top Notch

Kimberley is knowledgeable, has a great personality and she has no nonsense approach to finances and investing. She keeps us on point and educates us along the way. My wife and I look forward to our appointments with her.

So far, so good.

Although this was only my second meeting, I'm happy with the support I've received so far. The only reason I didn't give five stars is because it's still too early to tell if the service is worth it.

Loren was prepared and invested in our…

Loren was prepared and invested in our conversation. He provided solid guidance and easy to understand explanations. He set the expectation for his timeline to complete the reports for us and made sure we had no other questions. Loren really sold me on the Facet program based on his approach to our success.

Carolyn Beresford MorelandUnited States · 1 review · Verified · Experienced 2026-07-21 · Posted 2026-07-22

Personable and listens to my concerns

Personable and listens to my concerns. Clear and explains things in terms I can understand!

Johnathan Excellent Advisor

Enjoyed meeting Johnathan as our new advisor. He was professional and knowledgeable. We look forward to planning our financial future with him.

She keeps me informed.

Listened and aligned with our goals

Clearly explained the process, listened to our goals and took them into account.

Incisive questions for value-aligned planning

We’ve been working with Joe and he’s great. Asks very incisive questions to get to the heart of what we value most in our financial planning. We feel confident we’re in good hands with him.

Excellent, patient, thoughtful advice

Really grateful for our adviser’s input and conversation as we navigate decision points! We find her patient, educated, excellent at explaining things and thoughtful about our situation and priorities.

Good first meeting with our advisor

A+++ David!

David is engaged and ready to both help and offer both advice and detailed explanations. He’s such a great partner.

James FUnited States · 1 review · Verified · Experienced 2026-07-21 · Posted 2026-07-21

Pleasant interaction with Corbett

Corbett was very pleasant and listened to my goals and answered any questions and concerns that were addressed. Very easy to talk to and helped customize my plans going forward. Corbett enjoys what he does and it shows in his ability to explain and navigate the whole investment and financial portfolio.

David Imhoff & Facet: Pleased

David was great! He covered the content thoroughly in an easy-to-understand manner. He patiently answered my questions sharing relevant examples and scenarios. I am pleased.