Deborah Meyer, CFP®, CPA/PFS WorthyNest
- 42881 Lake Babcock Dr. Suite 200, Babcock Ranch, FL 33982
- (941) 312-1045
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 firstname.lastname@example.org.
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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