Our single focus at WorthyNest® is to help your family grow, protect, and share wealth. We walk alongside you through uncertain times, offering conflict-free advice and accountability.
We partner with exceptional institutions to deliver wealth management guidance, customized to your family's needs.
- CPA since 2005
- Certified Financial Planner™ since 2010
- Married to Bryan for 11 years
- Mom to 3 awesome, energetic boys
- Enjoys family time, travel, reading, and fitness
Hi, I’m Deb Meyer. My passion is helping families grow, protect, and share wealth. WorthyNest® was created in 2016 as a space safe for families to share their concerns about a traditionally taboo subject … money.
You know how intelligence is both biological and environment? It’s the same with money. You may have a genetic predisposition to spend, save, or share. But your surroundings as a child also shaped your attitude.
Did your family live paycheck to paycheck, or did it seem like there was always plenty of money to go around?
Did you start working at an early age? What was your motivation? Was it financial necessity, a desire to save, or simply because your parents “forced” you?
Both of my parents were college educated and worked outside the home. They instilled a strong work ethic in me, and I began working at age 14. My first job was serving as a waitress inside the dining area of a senior residential facility. All of my roles – hostess, waitress, receptionist, paralegal – had the common theme of service, and I saved every penny earned.
My dad’s career in manufacturing was shaky at best. He worked his way up the corporate ladder to plant manager, but his plant would shut down and he’d be searching for the next position in a new city. We moved several times; I lived in four states prior to settling in Wisconsin in fourth grade. As a CPA, my mom easily secured a job in each new city.
My parents were frugal even in the “good” times when they were both employed. They never drove fancy cars, and my dad always reminded us to turn off the lights to save on electricity bills. They knew their priorities and saved diligently so my sister and I could attend Catholic elementary and high schools.
Did your spouse have a different upbringing? Do you find it difficult to communicate about money? Perhaps one of you takes “control” of finances and the other isn’t interested?
As a married couple, you BOTH should know what is happening. Awareness is the first step. Then, come together and decide on joint financial goals. Next, test the goals and discover the likelihood of achieving them. Finally, monitor progress.
That’s financial planning in a nutshell. It’s where money and values meet.
Or maybe communication isn’t your problem. Instead, your hard work has been financially rewarding. You want to responsibly manage wealth and do so in a way that aligns with your Christian values. You are thinking about the legacy you’ll leave for kids and grandkids.
That’s where I come in. I’m a trusted advisor who always has your best interest in mind. I bridge the gap between where you are now and where you want to be. If you’d like to discuss your personal situation, please schedule a complimentary intro meeting here or call me at (636) 344-0415. For clients living outside of greater St. Louis, we can meet virtually.
Deborah Meyer, CPA/PFS, CFP®, is a fee-only wealth advisor located in Saint Charles, MO who serves faith-filled families nationally. As the owner of WorthyNest®, Deb helps her clients grow, protect, and share wealth. She is a contributor to Kiplinger and Investopedia, and her financial advice has been featured by Forbes, US News & World Report, Yahoo Finance, and other major publications. Deb is a 2018 recipient of the AICPA's Standing Ovation award and is a proud member of: NAPFA, Fee-Only Network, and XY Planning Network.
Deb's career began in public accounting at big 4 firm Deloitte upon graduating from Saint Louis University. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb worked for nearly seven years at Matter Family Office, serving families of significant wealth in three main areas: family education and governance, investment planning, and wealth management. In 2013, she resigned from Matter Family Office to spend more time with family. Soon thereafter, Deb launched accounting firm SV CPA Services. WorthyNest has been a labor of love, and she is so excited to be living out this calling! Find Deb discussing family-minded finance on LinkedIn, Facebook, or Twitter.
want To find out more about WorthyNest®?
SERVICES describes our concierge and financial planning service models
WHO WE SERVE highlights some typical client profiles
WHAT WE DO offers insight into the problems we help solve
FAQ answers your other possible questions
BLOG is an educational resource. Deb's heart and soul go into each self-published post.
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