Deb Meyer, CFP®, CPA/PFS, CEPA

Smart money strategies for faith-driven parents

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WorthyNest Deb Meyer, CFP®, CPA/PFS, CEPA
Saint Charles, MO

Serving Clients Nationwide

Smart money strategies for faith-driven parents

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Areas of Focus

  • Catholic Values Investing
  • Exit Planning
  • Faith-Based Investing
  • Family and Money
  • Saving for College

About Me

My love for personal finance started young, even reading Money Magazine (for fun) in middle school. Nerdy, but true. When it was time to declare a major in college, I followed in my mother’s footsteps and chose accounting at Saint Louis University.

Deloitte Tax was my first full-time position out of college. I then shifted into wealth management and landed at Matter Family Office, serving families of significant financial wealth for nearly 7 years.

My husband Bryan and I have navigated several life changes – the birth of 3 fabulous boys, the formation of SV CPA Services and WorthyNest®, a short stint living abroad in Spain, publishing Redefining Family Wealth, a cross-country move, and the launch of Beyond Budgets® podcast. Our family values played into every decision.

Fast forward to today. With 20 years of experience advising families on personal finance and entrepreneurship concerns, client commonalities emerge:

“I really want to retire early and be in a financial position where I don’t have to work full-time.”

“She handles the day-to-day cash flow, and I make big-picture investing decisions. Other than that, we don’t discuss money.”

“We’re so caught up in the here and now, it’s hard to plan strategically for the future.”

In these examples, you yearn to do something different. But that takes courage as you follow an unknown path. WorthyNest® was created with this tension in mind.

I love guiding parents through a holistic financial planning process and inspiring them to achieve their unique goals.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • 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

119 S Main Street, Suite 200, St. Charles, MO 63301

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 our Firm

At WorthyNest®, we know you want to make smart financial decisions. To do that, you need a holistic family financial plan that aligns with your values. The problem is that most financial planners only focus on wealth accumulation and don’t factor in your desire to make this world a better place. We believe values-driven financial planning should be enjoyable and easy. We understand how overwhelming it can feel, which is why we developed a proven 5-step planning process that helps clients just like you to build a brighter future for their families, their communities, and beyond.

Education

Saint Louis University

Awards and Honors

  • 2018 AICPA Standing Ovation Award in Personal Financial Planning
  • 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting
  • 2019 Saint Louis University School of Business Distinguished Young Alumni
  • Kiplinger contributor

Badges

Languages

  • English

Hobbies and Interests

  • Beach
  • Board Games
  • Church
  • Dancing
  • Exercising
  • Family
  • Reading
  • Soccer
  • Walking
  • Writing
  • Yoga

Who We Serve

  • Business Owners
  • Christians
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Parents

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