Deborah Meyer, CFP®, CPA/PFS WorthyNest

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About Deborah Meyer, CFP®, CPA/PFS

Hi, I’m Deb Meyer and it is my mission to help Christian parents build wealth without compromising their values.
Whether working with parents of young children or those preparing for their second or third act in life, the most important thing is progress …

• Identifying limiting beliefs
• Articulating your family values and vision
• Sticking to a long-term financial plan
• Making a positive impact on others’ lives

Many financial advisors start a new relationship by evaluating your investment mix, account types, and spending patterns. We take a unique 3-step approach at WorthyNest® to serve new clients:

1. Define family values, vision, and goals.
2. Guide you towards specific tactics to achieve those goals.
3. Provide accountability and encouragement when you get off track.

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

Professional Bio
Deborah L. Meyer, CPA/PFS, CFP® and AFCPE® Member, is the award-winning author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deb owns WorthyNest®, a virtual fee-only financial planning and investment advisory firm that helps Christian parents build wealth in alignment with their values, and SV CPA Services, a professional services firm that helps business owners unlock their full wealth potential.

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 for excellence in personal financial planning. Deb is also a proud member of Fee-Only Network, NAPFA, and XY Planning Network. Outside of work, Deb spends time with her husband Bryan and three sons.

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Recently Published

5 Easy Ways to Save for College That Are Literally at Your Fingertips

October 5, 2020

With the cost of college tuition steadily rising each year, it can be difficult to imagine how you’ll pay for it all -- especially if you have several college-bound children. Whether you’ve been planning for your child’s college education for years or have just started trying to figure it all out, there are some sure-fire tools and resources at your fingertips, as long as you have a computer or smartphone at your disposal. Even if ultimately you need to borrow in order to fund your child’s education, these steps can help make higher education as affordable as possible.

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Life Insurance Myths Debunked

September 10, 2020

Life insurance can be a tricky topic to grasp because there is a lot of conflicting information available, resulting in misconceptions that either prevent individuals from applying for life insurance in general or leave them underinsured. Here are a few of the most common myths surrounding life insurance debunked to help you determine if you have the best coverage for your personal needs.

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Happily Ever After

July 2, 2020

Money conflict is the second leading cause of divorce nationally, behind infidelity.  Don't let finances get in the way of a happy marriage.

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Ideal Clients

  • Christian Business Owners
  • Christian Faith Based
  • Family Business
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

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

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