A lot of parents work hard and save well, but they aren’t sure what to do next.
You may be wondering:
How much is enough?
When is it appropriate to retire or scale back?
What’s an ideal investment mix?
Where should extra cash go?
What tax implications should be considered?
We believe every family deserves to have a financial plan that instills confidence and peace of mind.
Building wealth aligned with your values can feel daunting but doesn’t have to be.
You’re conscientious and want to make smart financial decisions. To do so, you need a solid financial plan with a credible advisor to guide the way. Here’s the problem: most financial planners only focus on wealth accumulation and don’t factor in your desire to make the world a better place.
At WorthyNest®, we believe values-driven financial planning should be enjoyable and easy. We understand how overwhelming it can feel, which is why we developed a 5-step planning process for parents.
My approach is unique because I’m a:
Fee-only fiduciary, offering advice only in your best interest
Trustworthy CPA financial planner
Award-winning author of Redefining Family Wealth
Married mom of 3 boys who cares deeply about family
Location-independent advisor
Just 3 Steps to Peace of Mind
Here’s how we help clients:
Investment Management
Let us help you tune out the noise and take the guesswork out of investing. We offer two portfolio types: traditional and faith-based.
Family Financial Planning
Real financial planning happens where money and values intersect. We guide parents through crucial financial decisions.
Business Exit Planning
Did you know that 70% to 80% of businesses listed for sale do NOT sell? We maximize value before and after the sale.
Important financial decisions shouldn’t be DIY.
Your family is worthy of a brighter future, with a trustworthy advisor by your side.
money is a tool, not your nemesis
Want to make smarter financial decisions as a family but not quite ready for a one-on-one relationship with a trustworthy advisor?
Our Starter Guide on 10 family finance myths is completely FREE and should be your first step in the process.
Simply opt-in below!