COMMON CHARACTERISTICS OUR CLIENTS SHARE
- Family-minded: cares about family's wellbeing and struggles with prioritizing it all
- Generous: desires to lead a life of significance, thoughtfully enriching the lives of others through time, talent, and treasure
- Opportunistic: embraces change if it opens the door to a brighter financial future
- Relationship-oriented: values a long-term trusted relationship with a knowledgable, professional advisor who truly cares
types of clients we serve
Regardless of the reason for starting your business, you value the intangible benefits of entrepreneurship. More control over schedule. Being there for the moments that count. Prioritizing family. Making a bigger difference in the world. WorthyNest CEO Deborah Meyer, CPA, CFP® draws on her experience in public accounting and wealth management to help owners fit all the financial pieces of their lives together, both business and personal. Do you invest more in the business or save for family goals like education and retirement? We'll explore these intricacies. Please check out the SV CPA Services' blog for articles suited to small biz owners and entrepreneurs.
YOUNG FAMILIES AND MOTHERS
WorthyNest CEO Deb Meyer is mom to three awesome, energetic boys and wife of Bryan. She lives the joys and challenges of motherhood on a daily basis. She'll give you the right resources and support to have the happy family life you envision, with a solid financial foundation. Who doesn't want to raise financially fit kids?
Are you a mother interested in bettering your family's financial future but not ready to commit to a one-on-one relationship with a financial planner? Please stay tuned. We are working hard to develop online courses specifically suited to you and plan to roll them out later in 2017.