Faith. Family. Finance.

At WorthyNest®, we help Christian parents build wealth in a way that aligns with their values.

Providing investment management and holistic financial planning services to faith-filled families isn’t work. It’s our calling.

 

COMMON CHARACTERISTICS OUR CLIENTS SHARE 

  • Family-minded: genuinely cares about family's wellbeing

  • Faithful: puts trust in God when encountering a difficult time

  • Generous: desires to lead a life of significance

  • Courageous: embraces change if it creates more opportunity

  • Relationship-oriented: values a long-term trusted relationship with a knowledgable, professional advisor who operates under the fiduciary standard


Client Profiles

Small Business Owners

Photo by Julie Lassiter of    Capturing the Moment   . WorthyNest® owner Deb Meyer with her family.

Photo by Julie Lassiter of Capturing the Moment. WorthyNest® owner Deb Meyer with her family.

we help small business owners who:

  • Prioritize people over profits

  • View the glass as half-full when others find it empty

  • Experiment and walk courageously into new situations

  • Aspire to be a great steward of the gifts God freely gives

  • Want to leave a meaningful legacy

WE assist by:

  • Uncovering solutions to your deepest concerns

  • Understanding that passion for business spills into other areas of life

  • Equipping you with the tools to be a better leader

  • Suggesting tax mitigation, saving, and charitable giving strategies

 

Parents with at least one minor child

Photo by    Allen Taylor    on    Unsplash

WE HELP PARENTS WHO are:

  • Busy, yet conscientious

  • Selfless, often thinking of others’ needs first

  • Opportunistic and open to change

  • Usually content, but know life could be even better

  • Concerned about college costs

We OFFER VALUE BY:

  • Listening and providing guidance that’s in your best interest

  • Helping you define and stay accountable to goals

  • Incorporating personal values into your financial plan and investment strategy

  • Providing a safe space to talk openly about money

 

PRE-RETIREES OR CAREER CHANGERS

Photo by    Haley Phelps    on    Unsplash

Photo by Haley Phelps on Unsplash

We walk with clients through life changes such as:

  • Career transition to a new field

  • Business formation or sale

  • Financial independence, a time when you no longer have to work for pay

  • Loss of a loved one

 

We help by:

  • Always putting your best interest first

  • Empathetically listening

  • Formulating an investment strategy tailored to your unique goals

  • Guiding you through important medical and long-term care insurance, Social Security timing, and cash flow decisions