We are a fee-only financial planning firm.  

We always put your best interest first.  

No product sales or commissions.  

No minimum level of assets to manage.

We offer unbiased, integrated financial planning advice for faith-filled families.

 

Our Mission:

To empower and educate your family about finance.  you are capable of a bright financial future, and we want to help get you there.  


Your worth isn’t measured by the number on your balance sheet. Instead, look to the daily decisions you make. Are they a reflection of who you want to be?
— Deb Meyer, founder/CEO of WorthyNest

When it comes to finances, the path can be so unclear sometimes.   We walk alongside you, answering questions along the way.  

When it comes to finances, the path can be so unclear sometimes.  

We walk alongside you, answering questions along the way.

 

HOW WE ADD VALUE

Our financial planning process is value-driven and includes life planning elements.  We work collaboratively with you; we actively listen to your history, values, and goals to create a customized plan that will evolve over time.  This PDF explains in detail how we add value to the relationship throughout the year.  Below are some items we will discuss with you:

  • Goals & Values
  • Cash Flow
  • Investments
  • Income Tax Analysis
  • Education Funding
  • Charitable Giving
  • Insurance Evaluation
  • Retirement Saving Strategies

Change is inevitable.  We want to be with you on the journey.  Here are some examples of life-changing events that we discuss with clients:

  • Starting, selling, or growing your business
  • Buying a home or relocating
  • Welcoming a new child into the family
  • Preparing a child for college
  • Coping with loss of a loved one
  • Dealing with relationship changes -- marriage or divorce

Still unsure about how we can help your family?  Please view the Service Offerings page.