Deb Meyer, CFP®, CPA/PFS, CEPA
Retirement plans, investing, and tax strategy for Catholic & Christian parents
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Serving Clients Nationwide
Retirement plans, investing, and tax strategy for Catholic & Christian parents
Areas of Focus
- Catholic Values Investing
- Exit Planning
- Faith-Based Investing
- Family and Money
- Saving for College
About Deb Meyer, CFP®, CPA/PFS, CEPA
As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most.My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®.
Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances.
With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Affiliations
- American Institute of CPAs
- Catholic Financial Planner Network
- CFP Board
- Fee Only Network
- Financial Planning Association
- FinCon
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
42881 Lake Babcock Dr, Punta Gorda, FL 33982
Additional Locations
📍 119 S Main Street, St. Charles, MO 63301
📍
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
The no-obligation intro meeting will determine if our expertise matches your needs and if it makes sense to engage in a long-term financial planning and investment management relationship.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About WorthyNest
At WorthyNest®, we believe financial planning should focus on what truly matters—family, faith, and making a positive impact. That’s why we take a values-driven, holistic approach to financial planning, helping parents steward resources wisely while building a meaningful legacy.We know financial decisions can feel overwhelming, especially when balancing priorities like retirement planning, managing cash flow, and saving for education. Our 5-step planning process is designed to bring clarity and confidence to every stage of life, so you can focus on what’s most important.
Financial planning at WorthyNest® goes beyond the numbers. It’s about creating a roadmap to align money with purpose, secure your family’s future, and make a difference for generations to come. Ready to learn more? Please book an intro call.
Education
Saint Louis University
Languages
- English
Hobbies and Interests
- Beach
- Board Games
- Church
- Dancing
- Exercising
- Family
- Reading
- Soccer
- Walking
- Writing
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Christians
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Parents
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