Our world is in a dangerous state. Senseless shootings, stories of addiction, and political uprisings fill our news pages.
We don’t need more hatred and violence. Rather, we need people who believe in a loving, forgiving God …those who see the mess and can use His power to transform our world into something beautiful.
Our clients recognize that life isn’t about amassing money for their own benefit. Instead, they steward wealth in a way that aligns with their values.
The benefits of financial planning are immense. You:
Stop living in survival mode
Become intentional about every dollar saved, shared, or spent
Use your unique gifts to help others
Don’t sweat the small stuff
WorthyNest® redefines what it means to be wealthy by:
Taking commonly held beliefs about money and challenging them
Guiding Christian parents through life’s transitions
Relying on technical expertise and empathy to solve client’s problems
WorthyNest® is a fee-only, fiduciary firm based in St. Charles, MO that serves U.S. families nationally. Fee-only sounds similar to fee-based but is very different; explore how. We always put our clients’ interests first, and our only compensation comes from a clearly stated fee (no commissions).
Providing holistic financial planning and investment services to Christian parents isn’t work. It’s our calling.
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When it comes to finances, do you wonder ...
If you're making smart financial decisions?
How to ensure your family is financially secure for the long-haul?
If there are ways to invest that align with your value system?
How to minimize taxes?
Which methods are optimal to meet charitable goals?
WorthyNest® is here for you.
We answer the above questions and others.
We work with each client to develop a highly customized financial plan.
We create “aha moments” for clients previously stuck in an old pattern of thinking.