Wouldn’t it be nice to have a tax-aware, values-aligned family financial and investment plan?
You don’t have to do it alone. Instead, follow this simple 3-step process.
Step 1: Schedule a 20-minute call
This 20-minute call with Deb Meyer will determine if our expertise matches your needs. Schedule your free 20-minute call here.
Step 2: Assessment and Meeting
Take the Financial Perspectives assessment and discuss the results during a deeper 45-minute discovery meeting.
Step 3: Decide
We’re focused on long-term advisory relationships, not quick transactions. Let us know if you’re ready to move forward as a client or have any additional questions.
Not quite ready for a one-on-one relationship with an advisor? Start more meaningful $ conversations with your spouse.
Frequently Asked Questions
How is WorthyNest® different from other advisory firms?
There are five important aspects that distinguish us from other advisory firms:
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We take values quite seriously around here. For Christian and Catholic clients specifically, we offer a faith-based investment portfolio.
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We sign an oath to provide customized advice in our client’s BEST interest, and our only source of compensation is a transparent fee. Learn more about the difference between fee-only fiduciaries and other financial advisors in this video.
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We’ve invested in industry-leading technology and professional development to help clients get clear answers to their complex problems. WorthyNest® founder & lead advisor Deb Meyer has been a Certified Public Accountant since 2006, CFP® since 2010, and Certified Exit Planning Advisor since 2020.
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We serve clients across the U.S., leveraging video conference tools if located outside our geographic area of greater St. Louis.
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The number of new clients is limited, ensuring we deliver incredible value and personalized service.
Why should I hire your firm?
WorthyNest® guides parents through important financial decisions using a values-based approach.
Parents nearing retirement explore “what-if” scenarios and seek our guidance on Social Security timing, health & long-term care insurance decisions, tax rate changes, and inflation.
Small business owners work with us to maximize the value of their business and to have a single, trusted resource who can integrate business and family financial goals with an eye toward tax mitigation.
Mid-career parents often come to us when they have extra income but are unsure if it should be used to pay down debt, build emergency savings, or fund other long-term goals like retirement and education expenses.
WorthyNest® provides clarity, direction, and accountability. Stock market movements and interest rate changes are outside your control, but how you respond to those changes makes a big difference. We add value through financial planning services, investment management services, withdrawal strategies, asset location, cost-effective implementation, and behavioral coaching.
How are you compensated?
WorthyNest® provides family financial planning, investment advisory, and exit planning services. As fee-only fiduciaries, we do not have commissions or any hidden fees.
Our minimum fee is $300 monthly or $900 quarterly for mid-career parents primarily seeking financial planning services.
Alternatively, clients who hire WorthyNest® to directly manage an investment portfolio exceeding $500,000 at our preferred custodian will have an asset-based management fee instead of the flat fee. Financial planning is included with investment management services.
Small business owners receive customized flat fee proposals.