WorthyNest is a fee-only financial planning and investment advisory firm.
We always put your best interest first.
No product sales or commissions.
No minimum level of assets to manage.
We offer unbiased, integrated financial planning advice for faith-filled families.
To empower and educate your family about finance. you are capable of a bright financial future, and we want to help get you there.
HOW WE ADD VALUE
Our financial planning process is value-driven and includes life planning elements. We work collaboratively with you; we actively listen to your history, values, and goals to create a customized plan that will evolve over time. This PDF explains in detail how we add value to the relationship throughout the year. Below are some items we will discuss with you:
- Goals & Values
- Cash Flow
- Income Tax Analysis
- Education Funding
- Charitable Giving
- Insurance Evaluation
- Retirement Saving Strategies
Change is inevitable. We want to be with you on the journey. Here are some examples of life-changing events that we discuss with clients:
- Starting, selling, or growing your business
- Buying a home or relocating
- Welcoming a new child into the family
- Preparing a child for college
- Coping with loss of a loved one
- Dealing with relationship changes -- marriage or divorce
Still unsure about how we can help your family? Please view the Service Offerings page.
Interested in bettering your family's financial future but not yet ready to engage in a formal financial planning relationship? The Simple Dollar has created two wonderful guides. Access them here for free (no email address required):