Want to work with WorthyNest®?
We provide expert investment management and holistic financial planning services tailored to each family’s specific situation.
These long-term client relationships start at $300 monthly. WorthyNest® does not offer hourly, one-time projects, or tax-only services.
We have a simple 3-step process to make an educated decision about working together on an ongoing basis:
Step 1: Schedule an intro meeting
This 45-minute meeting with Deb Meyer will determine if our expertise matches your needs. If married and seeking personal financial planning or investment management services, we ask that both spouses attend this meeting. You should have an equal say in which advisor will walk alongside you through life’s transitions. Schedule your complimentary consult here.
Step 2: Take the financial perspectives assessment
We’ll confirm the meeting and provide a link to the Financial Perspectives assessment if you’re seeking personal financial planning and/or investment management services.
Step 3: Decide
As your family contemplates whether to move forward as clients of WorthyNest®, please consider the following:
Do I like, trust, and respect the primary advisor with whom I’d interact?
Does the firm have the technical expertise and soft skills to address my concerns?
Not quite ready for a one-on-one relationship? Download our free Starter Guide instead.
Other Ways to Reach Us
Email inquiries: info@worthynest.com
Phone: (941) 312-1045
Mailing Address:
42881 Lake Babcock Dr. #200
Punta Gorda, FL 33982