Deborah Meyer, CFP®, CPA/PFS WorthyNest

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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 deb@worthynest.com.

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Recently Published

Do You Want to Be a Millionaire?

January 15, 2019

$1 million. It’s what we all aspire to have, right?   I used to think that way, but my perspective changed. $1 million is no longer a guarantee of financial freedom. Instead, focus on things within your control and begin with your mindset.

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3 Simple Steps

January 1, 2019

Happy 2019!  A new year smells wonderful, doesn’t it?  Fresh opportunities abound, and dreams are borne. Were you compelled to build an opportunity fund after reading my last blog post?  I certainly hope so.  This article tackles the “how” of building one in three simple steps.  

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2 Reasons We Used Our Opportunity Fund in 2018

December 18, 2018

Why save for opportunities when everyone tells you to save for emergencies instead? Because you’ll be operating from a place of abundance, not scarcity. I’m a financial advisor, and here are two reasons my family dipped into our opportunity fund this year.

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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

 

SEC Records

States Registered

  • Missouri

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