Want to Live Richly?
We have a simple 3-step process to make an educated decision about working together on a long-term basis. Here’s how it works:
STEP 1: SCHEDULE A CONSULT
This complimentary 45-minute meeting will help us get to know each other better. Please schedule your initial consult here or call (636) 344-0415. We’ll follow up with an email confirmation and ask you to take the Building Wealth or Financial Perspectives Assessment prior to the meeting.
STEP 2: MEET
If married, we ask that both spouses attend this initial consultation. You should have equal say in which advisor will walk alongside you through life’s transitions. This is the time to ask questions.
STEP 3: DECIDE
WorthyNest® is focused on long-term relationships rather than quick transactions. As you prayerfully contemplate whether to move forward with us, please consider answering these questions:
1. Do I like, trust, and respect the advisor with whom I’d interact?
2. Does the firm have the technical expertise and soft skills to address my concerns?
3. Is the investment approach easy to understand, and do I agree with it?
4. What happens if I don’t hire an advisor? Sometimes, the riskier thing is inaction.
Looking for Education?
Deb Meyer, WorthyNest® owner and author of Redefining Family Wealth, provides valuable wealth-building tips through her blog.
Other Ways to Reach Us
Email inquiries: email@example.com
Phone: (636) 344-0415
Mailing Address: P.O. Box 1278, St. Charles, MO 63302