Deb Meyer Email & Phone Number

St Charles, Missouri, United States

WorthyNest® 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 .To ensure legal compliance with RIA testimonial rules, I intentionally exclude all skills and testimonials from my LinkedIn profile and websites.

SV 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).

God 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.

Clayton, Mo

Partnered 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.

Specialized in tax compliance and consulting work for high net-worth families and closely held businesses.

Bsba, Accounting

Activities and Societies: Beta Gamma Sigma, Beta Alpha Psi, International Business Club (Past President), Pre-Law Scholars program, Honors.

Education record