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I believe every family is worthy of a brighter future. Happiness isn’t dependent on the size of your bank account, whether you have $200 or $2 million. Rather, the key to prosperity depends on mindset, values, vision and discipline.That’s where I come in. One of my areas of working genius is wonder, which means I am great at sitting in the discomfort of a hard situation and analyzing it to brainstorm solutions for clients. But once a solution is identified, implementation becomes even trickier. That’s where my other area of genius, tenacity, is especially relevant. I’m going to hold you accountable to reaching your family’s financial goals.Ready to build wealth without compromising your values? Go to https://www.worthynest.com/contact-us to schedule your complimentary initial consult today.
Worthynest
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Founder And Lead AdvisorWorthynest Nov 2016 - PresentSt Charles, Missouri, United StatesWorthyNest® is a holistic, fiduciary wealth management firm based in Saint Charles, MO that guides conscientious parents through important financial decisions using a values-based approach.Here are four ways that WorthyNest® is different from other advisory firms:1. Fee-Only Fiduciaries: We sign an oath to provide advice in our client’s best interest, and our only source of compensation is a transparent fee (no commissions). 2. Experienced: We’ve invested in industry-leading technology and professional development to offer clear solutions to our clients’ complex problems.3. Location Independent: We serve clients across the U.S., leveraging video conference tools if residing outside of our core geographic area. 4. Selective: The number of new clients is limited to ensure we deliver incredible value and extremely personalized service.If you're interested in learning how WorthyNest® can add value to your personal financial situation, contact me via email at
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CeoSv Cpa Services Jul 2014 - Dec 2022SV CPA Services provides ongoing accounting, exit planning and tax strategies for family-minded entrepreneurs. We operate in the cloud, leveraging technology such as QuickBooks Online. As of January 1, 2023, SV CPA Services ongoing services transitioned to WorthyNest(R).
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Amazon Bestselling AuthorRedefining Family Wealth May 2019 - Jun 2019God wants you to live abundantly. Building wealth is tricky business, especially in Christian communities. Many believe what they’ve always been told: money is intrinsically evil, you’re stuck with past financial mistakes, and wealth planning is only for the very rich. But these are lies—and wealth isn’t just about money. Being wealthy is about providing for your family and others in meaningful ways. CPA financial planner Deborah L. Meyer turns these misconceptions upside down and shares:• The step-by-step guide to create a financial plan aligned with your values. • Easy suggestions to shift how you think about money and ensure your past doesn’t become your script for the future. • The power of prayer and how it works hand-in-hand with an abundance mindset. • How to drop the idea that retirement always starts at age 65. Aligning what we possess with what we believe, this easy-to-navigate financial guide will help you understand you are wealthy when living the life God envisions for you.
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Financial ConsultantMatter Family Office Dec 2006 - Oct 2013Clayton, MoPartnered with affluent families in three main areas: investment management, wealth planning & coordination, and family leadership. - Provided independent, objective advice to clients and assisted with comprehensive financial guidance, including asset allocation, retirement, and education planning. - Assisted with income tax coordination, advanced estate planning techniques, and insurance evaluation. - Advocate for multi-generational family education, philanthropy, and governance. -
Senior Tax Associate / Tax AssociateDeloitte Aug 2004 - Dec 2006Specialized in tax compliance and consulting work for high net-worth families and closely held businesses.
Deb Meyer Skills
Deb Meyer Education Details
Frequently Asked Questions about Deb Meyer
What company does Deb Meyer work for?
Deb Meyer works for Worthynest
What is Deb Meyer's role at the current company?
Deb Meyer's current role is Family finance expert | CFP®, CEPA, CPA | Beyond Budgets® podcast | Author of Redefining Family Wealth.
What is Deb Meyer's email address?
Deb Meyer's email address is de****@****tae.com
What is Deb Meyer's direct phone number?
Deb Meyer's direct phone number is +131439*****
What schools did Deb Meyer attend?
Deb Meyer attended Saint Louis University, College For Financial Planning.
What are some of Deb Meyer's interests?
Deb Meyer has interest in Personal Interests, Spending Time With Family, Economic Empowerment, Education, Reading, Fitness, Food.
What skills is Deb Meyer known for?
Deb Meyer has skills like Leadership, Estate Planning, Tax, Management, College Education Planning, Asset Management, Finance, Retirement, Philanthropy, Asset Allocation, Tax Research, Personal Financial Planning.
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