Want your family to experience a mountaintop moment, bringing clarity to your family’s finances?
Let’s start with this simple 3-step process.
Step 1: Schedule a 20-minute Intro Meeting
This complimentary 20-minute intro meeting will help us decide if a longer conversation is merited. Schedule now.
Step 2: Assessment and Discovery Meeting
Take the Financial Perspectives assessment and discuss the results during a lengthier discovery meeting. Bring your questions.
Step 3: Decide
We’re focused on long-term financial advisory relationships, not quick transactions. Let us know if you’re ready to move forward as a client.
Are your finances supporting or sabotaging your family’s future?
Discover in just 2 minutes with this quick financial wellness quiz.
Frequently Asked Questions
How is WorthyNest® different from other advisory firms?
There are five important aspects that distinguish us from other advisory firms:
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We take values quite seriously around here. For Christian and Catholic clients specifically, we offer a faith-based investment portfolio.
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We sign an oath to provide customized advice in our client’s BEST interest, and our only source of compensation is a transparent fee. Learn more about the difference between fee-only fiduciaries and other financial advisors in this video.
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We’ve invested in industry-leading technology and professional development to help clients get clear answers to their complex problems. WorthyNest® founder & lead advisor Deb Meyer has been a Certified Public Accountant since 2006, CFP® since 2010, and Certified Exit Planning Advisor since 2020.
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We serve clients across the U.S., leveraging video conference tools if located outside our geographic area of Babcock Ranch, FL.
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The number of new clients is limited, ensuring we deliver incredible value and personalized service.
Why should I hire your firm?
WorthyNest® guides parents through important financial decisions using a values-based approach.
Parents nearing retirement explore “what-if” scenarios and seek our guidance on Social Security timing, health & long-term care insurance decisions, tax rate changes, and inflation.
Mid-career parents often come to us when they have extra income but are unsure if it should be used to pay down debt, build emergency savings, or fund other long-term goals like retirement and education expenses.
Small business owners work with us to maximize the value of their business and to have a single, trusted resource who can integrate business and family financial goals with an eye toward tax mitigation.
WorthyNest® provides clarity, direction, and accountability. Stock market movements and interest rate changes are outside your control, but how you respond to those changes makes a big difference. We add value through financial planning services, investment management services, withdrawal strategies, asset location, cost-effective implementation, and behavioral coaching.
How are you compensated?
WorthyNest® provides investment advisory and family financial planning services. As fee-only fiduciaries, we do not have commissions or any hidden fees.
Our flat fee is $350 monthly for mid-career parents primarily seeking holistic financial planning services.
Alternatively, clients who hire WorthyNest® to directly manage an investment portfolio exceeding $500,000 at our preferred custodian will have a tiered asset-based management fee starting at 85 basis points for the first $1.5 million. Comprehensive financial planning services are complimentary for these investment advisory clients.