Posts tagged financial advisor
How I Became a CPA Financial Planner
How I Became a CPA Financial Planner

I truly care about helping others on the road to financial freedom. My goal is to build trust and goodwill with faith-driven families who need expert guidance to tackle their biggest financial goals. I want to share how I became a CPA financial planner and built WorthyNest® so that you can be confident about the resources you find here.

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New + NoteworthyDeb MeyerWorthyNestfinancial advisor, fee-only financial planner, CPA, Christian financeComment
10 Questions to Ask When Hiring a Financial Advisor
10 Questions to Ask When Hiring a Financial Advisor

Let’s turn to 10 questions you should ask when hiring a financial advisor. The exact list of questions is subjective. Try to gather as much data as you can in advance by reviewing a firm’s website and the LinkedIn profiles of its advisor(s).

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCfinancial advisor, hire a financial advisor, questions to ask when hiring an advisor, questions when hiring a financial advisor, fee-only, fiduciary, commission, advisor compensation, types of financial advisors, Certified Financial Planner, CFP, how are financial advisors paid, broker, RIA, fiduciary standard, advisor ethics, wealth manager, wealth management, financial plannerComment
Alphabet Soup: Financial Advisor Designations
Alphabet Soup: Financial Advisor Designations

Not all advisors are created equal. Some of us invest deeply in professional designations and continuing education to bring the most value and expertise to the clients we serve.

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCfinancial advisor, financial planner, designations, professional designations, CFP, Certified Financial Planner, CPA, Certified Public Accountant, CEPA, Certified Exit Planning Advisor, personal finance, exit planning, accountantComment
The Power of Values-Based Investing
The Power of Values-Based Investing

Once you have decided on an asset mix that is properly diversified, it is time to explore an overlooked aspect of investing: the companies in which you are actually invested. This is where values-based investing comes into play.

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New + Noteworthy, FoundationDeb MeyerWorthyNest LLCinvesting, Values, values based investing, biblically responsible investing, traditional investing, power of investing, sin stocks, greater good, Eventide, moral responsibility, Christian investing, Catholic investing, ESG, asset diversification, investment mix, investment advisor, financial advisorComment