Deborah Meyer, CFP®, CPA/PFS WorthyNest
- 42881 Lake Babcock Dr. Suite 200, Babcock Ranch, FL 33982
- (636) 344-0415
- Qro@JbegulArfg.pbz
- http://www.WorthyNest.com
About Deborah Meyer, CFP®, CPA/PFS
Hi, I’m Deb Meyer. As the owner of WorthyNest®, I help Christian parents build wealth in a way that aligns with their values.
WorthyNest creates a safe place for families to reflect on their financial history, values, and goals. We will probably enjoy working together if you:
1) Care about your family’s wellbeing
2) Want to lead a life of significance, enriching others’ lives with your God-given talents, and
3) Value a long-term, trusted relationship with a professional who truly cares.
After graduating from Saint Louis University in 2004, my career prospects were great. I had the privilege of working at Deloitte and Matter Family Office for several years, but my perspective changed as our family expanded. Long commutes and mom guilt ensued. Kids are only young once, and I want to be there for the moments that count. Entrepreneurship offers the flexibility to pursue both professional and personal goals.
I’m proud to be a contributor to Kiplinger and am a 2018 recipient of the AICPA’s Standing Ovation award. But the bigger reward is making a difference in the lives of my clients. Whether it is helping spouses communicate openly about money or advising on retirement and education saving strategies, holistic financial planning is my calling.
Let’s talk if you are interested in learning how I can help your family. Call (636) 344-0415 or email qro@jbegularfg.pbz.
Recently Published
Building Wealth Despite Uncertainty
March 25, 2020What we are seeing is unprecedented. We are urged to partake in social distancing even though we, as humans, crave physical touch and connection. We are told to avoid gatherings of just 10 people. The number of confirmed COVID-19 cases and death climbs daily. International air travel is largely shut down and domestic air travel may be next. Given the sheer number of unknowns, what do we know?
Are coronavirus fears legitimate?
February 27, 2020The full extent of coronavirus economic implications are still unknown. Should you stay inside your house 24/7 and cash out of the stock market? I wouldn’t recommend it.
Is the SECURE Act Really Helping You?
January 22, 2020In late December 2019, Congress passed a major piece of legislation: Setting Every Community Up for Retirement Enhancement (“SECURE”) Act. There seems to be a growing trend to pass legislation just before year-end. The last significant tax overhaul happened in late 2017, forcing millions of Americans to take the higher standard deduction and providing a generous business deduction to select entrepreneurs.
Ideal Clients
- Christian Faith Based
- College Planning
- Gen X
- Parents
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $250/mo
- Concierge Package: Including Investment Management
- Beginning at $900/Quarter
