Deborah Meyer, CFP®, CPA/PFS WorthyNest

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About Deborah Meyer, CFP®, CPA/PFS, CEPA

Hi, I’m Deb Meyer and it is my mission to help parents make wise financial decisions, invest in their family’s future and give generously.

WorthyNest® redefines what it means to be wealthy by:
1. Guiding parents through life’s transitions
2. Relying on both technical expertise and empathy to solve your complex problems
3. Taking commonly held beliefs about wealth and challenging them, enabling you to unlock your family’s full wealth potential.

Let’s talk if you are interested in learning how I can help your family. Call (941) 312-1045 or email qro@jbegularfg.pbz.

Professional Bio
Deborah L. Meyer, CFP®, CPA/PFS and CEPA, is the award-winning author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deb is the CEO of WorthyNest®, a virtual fee-only financial planning and investment advisory firm based in Punta Gorda, FL that helps parents make wise financial decisions, invest in their family’s future and give generously. She also provides accounting, tax and exit planning strategies to small businesses through SV CPA Services.

Deb has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award. Deb lives in Florida with her husband Bryan and three sons.

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Recently Published

Take Advantage of these Year-End Tax Moves

December 17, 2020

Uncertainty is the name of the game in 2020 even when you disregard COVID-19 stimulus bills. With Biden’s inauguration slated for January 20, 2021, he wants to overhaul the U.S. tax code (starting with high income earners making over $400,000 annually). Below are 6 timely tax moves to consider before December 31, 2020.

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5 Areas of Gratitude

November 24, 2020

Each day is a gift, filled with 86,400 seconds.  What are you most thankful for?

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Preparing for College Costs in High School

November 24, 2020

Many of my prior college funding articles were saving strategies for parents with children in middle school or younger (get my Top 10 College Planning Tips and related articles here).  But what if your son or daughter is a junior or senior in high school?  This article is meant for you.

Read the full post →

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Ideal Clients

  • Christian Faith Based
  • Family Financial Planning
  • Gen X
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly Fee: $300/mo
  • Quarterly Fee: $900/qtr

SEC Records

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