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Deb Meyer, CFP®, CPA/PFS, CEPA

Smart money strategies for faith-driven parents.

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WorthyNest Deb Meyer, CFP®, CPA/PFS, CEPA
Punta Gorda, Florida

Serving Clients Nationwide

Smart money strategies for faith-driven parents.

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Areas of Focus

  • Family and Money
  • Giving
  • Investment Management
  • Owning a Business
  • Saving for College

About Me

Hi, I’m Deb Meyer, and I want to be your family's trusted financial advisor.

I take over 17 years of best practices as a CPA financial planner and Catholic mom of 3 boys to guide parents through important financial decisions using a values-based approach.

With more than 17 years of experience advising families on personal finance and tax issues, 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 each of these examples, there is a yearning to do something different. But that takes courage as you follow an unknown path.

WorthyNest® was created with this tension in mind:

You want to explore retirement or other career opportunities but don’t know if it will wreak havoc on savings.

You’d like to spend more time with family members and pass values down to future generations.

You’re eager to invest wisely AND be generous.

I guide faith-driven parents through important financial decisions so they can steward resources well and live abundantly.

Book a no-obligation, free intro call by clicking the "Book Intro Call" button to the right.

Professional Designations

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

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • Catholic Financial Planner Network
  • CFP Board
  • Fee Only Network
  • FinCon
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

42881, Lake Babcock Drive, Punta Gorda, Florida, 33982

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, 15-minute introductory call will determine if our expertise matches your needs. By the end of the call, we’ll know if a lengthier discovery meeting is helpful or if you’re better served by a different financial advisor.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Many financial advisors start a new relationship by evaluating your investment mix, account types, and spending patterns. WorthyNest® takes a unique 5-step approach to serve new clients:

1. Identify your family values and goals.

2. Develop a cash flow analysis and statement of financial net worth.

3. Evaluate whether you’re on track to achieve goals.

4. Ask the right follow-up questions.

5. Monitor progress through ongoing touch points.

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
  • Walking
  • Writing
  • Yoga

Who We Serve

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

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