Areas of Focus
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Catholic Values Investing
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Exit Planning
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Faith-Based Investing
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Family and Money
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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.
With my husband Bryan’s support, I left the coveted 7-year wealth management position and started an accounting firm as a side hustle. I wanted to be there for our two young boys and experience the joys of parenthood firsthand.
We’ve navigated several life changes since – another son’s birth, the formation of WorthyNest®, a short stint living abroad in Spain, the launch of Redefining Family Wealth, and a cross-country move from Missouri to Florida. Our family values played into every decision.
Fast forward to today. With more than 17 years of experience advising families on personal finance and entrepreneurship concerns, client commonalities emerge:
“We’re so caught up in the here and now, it’s hard to plan strategically for the future.”
“She handles the day-to-day cash flow, and I make big picture investing decisions. Other than that, we don’t discuss money.”
“I really want to retire early and be in a financial position where I don’t have to work full-time.”
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 help parents save diligently, invest wisely, and give generously by creating a holistic family financial plan.
DEB’S PROFESSIONAL BIO
Deborah L. Meyer, CPA/PFS, CFP® and CEPA, is the award-winning author of Redefining Family Wealth, host of the Beyond Budgets® podcast, and founder of WorthyNest®, a fiduciary wealth management firm that guides parents through important financial decisions using a values-based approach.
Deb is a Kiplinger contributor and has been featured in The Wall Street Journal, Forbes, and CNN Business among other online publications and podcasts. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree”, received the 2018 AICPA Standing Ovation Award, and is a member of several professional associations. Deb lives in Florida with her husband Bryan and three sons.
Book a no-obligation, free intro call by clicking the "Book Intro Call" button to the right.
Professional Designations
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Certified Exit Planning Advisor (CEPA)
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CERTIFIED FINANCIAL PLANNER™ Professional
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Certified Public Accountant (CPA)
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Personal Financial Specialist (PFS)
Affiliations
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AICPA Personal Financial Planning (PFP)
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American Institute of CPAs
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Catholic Financial Planner Network
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CFP Board
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Fee Only Network
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FinCon
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National Association of Personal Financial Advisors
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XY Planning Network
Primary Location
42881 Lake Babcock Drive Suite 200, Punta Gorda, FL, USA
Additional Locations
📍 OPO Startups, St. Charles, MO
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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Flat Fee
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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
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2018 AICPA Standing Ovation Award in Personal Financial Planning
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2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting
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2019 Saint Louis University School of Business Distinguished Young Alumni
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Kiplinger contributor
Hobbies and Interests
- Beach
- Board Games
- Church
- Dancing
- Exercising
- Family
- Reading
- Soccer
- Walking
- Writing
- Yoga
Who We Serve
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Business Owners
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Christians
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Dual Income Family
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Gen X
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Intergenerational Families
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Parents
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