Brent Weiss | Source | Head of Financial Wellness & CFP® ChFC® at Facet
Brent Weiss
As a founding member of Facet, Brent brings over a decade of experience as a financial planner to support Facet’s mission of making high-quality financial advice more affordable and accessible to families that need it most. As chief evangelist, Brent guides the vision of Facet’s financial life planning experience, ensures consistent brand messaging internally and in the industry, and acts as a champion and advocate for the financial planning profession. Prior to Facet, Brent was a principal at an independent wealth management firm where he served as a lead planner, chaired the investment committee, and coached and mentored next-generation advisors. As a believer in the empowering effects of financial planning on improving overall financial health and wellness, Brent is an ambassador for innovative next-generation planning solutions and the technology that will enable greater access.
-
Think of this conversation like an iceberg. The part above the water represents the financial aspects. The part beneath the surface, which makes up 80% or more, represents the anxiety, worry, shame, guilt, disappointment, beliefs, values and family relationships that touch money every day. The success of this conversation rests on your ability to understand that and to approach your parents, and their situation, with empathy and compassion.
-
“We need to reflect on who we are, who we want to become and the life we want to live, and then craft our goals and strategies around them,” said Weiss. “When money is aligned with your values, you’ll create the motivation and discipline needed to discover, create and constantly evolve your financial plan to help you achieve your full potential.”
-
Six small things you can do this year to improve your financial future | CNN Business
There are a million things you could do to improve your financial situation. But if you want to succeed, you’ll have a much better shot if you just focus on two to three small, achievable goals.
Article -
The Many Benefits of Financial Planning
Whether you are planning to retire or looking to start a family, a common piece of advice is to work alongside a financial planner. But do you really need to?
Article -
Bloomberg Wealth: A Housing Market That’s Hard to Handicap
Recent financial and economic indicators are making it difficult for investors to understand how to approach real estate.
Article
-
Facet (https://www.facetcare.com/)
Head of Financial Wellness & CFP® ChFC®