Deborah Meyer, CFP®, CPA/PFS WorthyNest
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 firstname.lastname@example.org.
Are you a leader? I’d argue the answer is YES if you’re a parent, regardless of your title at work. You must know and lead yourself well in order to lead others better.
According to Pope Francis in 2015, “the family is the fundamental locus of the covenant between the Church and God’s creation.” As parents, it’s our responsibility to model Christian living for others. Collectively, we can solve some of the world’s biggest problems but must start within our own families. And that begins with an examination of values.
Are you a glass-half-full or glass-half-empty kind of person? When you think about the future, do you see limitless opportunities or multiple barriers? Do you get excited about international travel and interaction with other cultures, or do you think it’s a shame “all our U.S. jobs are going overseas”? If you answered affirmatively to the second half of each question (i.e. glass-half-empty, multiple barriers, shameful globalization), you are probably operating under the scarcity mindset. This article is intended for you!
- Christian Faith Based
- College Planning
- Gen X
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
- Monthly Fee: $250/mo
- Concierge Package: Including Investment Management
- Beginning at $900/Quarter