At WorthyNest®, we help conscientious, courageous parents build and grow wealth.
Providing holistic financial planning and investment services to faith-filled families isn’t work. It’s our calling. We become better versions of ourselves when we guide clients through complex life decisions and discuss the potential financial implications of them.
COMMON CHARACTERISTICS OUR CLIENTS SHARE
- Family-minded: genuinely cares about family's wellbeing and struggles with prioritization
- Faithful: puts trust in God when encountering a difficult time
- Generous: desires to lead a life of significance, thoughtfully enriching the lives of others through time, talent, and treasure
- Courageous: embraces change if it creates more opportunity
- Relationship-oriented: values a long-term trusted relationship with a knowledgable, professional advisor who operates under the fiduciary standard