Let’s create a custom, values-aligned family financial and investment plan

As parents, we want to build a secure financial future for our families, but let’s be real—it’s easy to feel uncertain or even regretful about past money decisions. If that’s you, know this: it’s possible to let go of doubts and start moving forward with confidence.

In this video, WorthyNest® advisor and founder Deb Meyer discusses how you can create a financial plan that reflects your family’s unique dreams and values. Whether you’re hoping to set aside funds for education, retire early, or make a difference through charitable giving, there’s a path forward. Our goal is to help you find peace and purpose on this journey, so you can focus on what matters most to your family.

We believe every family deserves a holistic financial plan that instills confidence and peace of mind.

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Building wealth aligned with your values can feel daunting but doesn’t have to be.

You want to be a good steward of money and make smart financial decisions. To do so, you need a solid financial plan with a credible advisor to guide the way.

Here’s the problem: many wealth planners focus on accumulating assets and don’t factor in your desire to make this world a better place.

Values-based financial planning should be enjoyable and easy. I understand how overwhelming it can feel, so I’ve developed a 5-step process that helps clients just like you build a brighter future for their families, communities, and beyond.

My approach is unique because I’m a: