WorthyNest® Client Profiles

Our 5-Step Process

Many financial advisors start a new relationship by evaluating your investment mix, account types, and spending patterns. WorthyNest® takes a unique 5-step approach to create a holistic financial plan:

1. Identify your family values and goals

2. Develop a cash flow analysis and statement of financial net worth

3. Evaluate whether you’re on track to achieve goals

4. Ask the right follow-up questions

5. Monitor progress through ongoing touchpoints

Who We Are

WorthyNest® is an independent, fiduciary wealth management firm that guides parents through important financial decisions using a values-based approach. Our company’s four core values include:

Generosity - being great stewards of time, talent, and treasure

Integrity - taking an honest and ethical approach

Value - constantly aiming to create value for clients

Excellence - holding ourselves to the highest standards

FREQUENTLY ASKED QUESTIONS

How is WorthyNest® different from other advisory firms?

There are five important aspects that distinguish us from other advisory firms:

1.    Values-Driven

We take values quite seriously around here. For Christian and Catholic clients specifically, we offer a faith-based investment portfolio.

2. Fee-Only Fiduciaries

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.

3.    Experienced & Trustworthy

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 and CFP® since 2010. She is a CPA Practice Advisor “40 Under 40 Honoree” and AICPA Standing Ovation award recipient for excellence in personal financial planning. Learn more about Deb here.

4.    Location Independent

We serve clients across the U.S., leveraging video conference tools if located outside our geographic area of Babcock Ranch, FL.

5. Selective

The number of new clients is limited, ensuring we deliver incredible value and extremely 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.

WorthyNest® will help you:

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.