Deborah Meyer, CFP<sup>&reg;</sup> - Financial Advisor

Deborah Meyer, CFP®

119 S Main Street
Saint Charles, MO 63301
FINANCIAL ADVISOR'S WEBSITE
(636) 344-9369 CONNECT WITH Deborah
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General

Deborah Meyer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Saint Charles, MO and the surrounding communities.

Financial Advisor Overview

You’re conscientious and want to make smart financial decisions. To do so, you need a solid financial plan with a credible advisor to guide the way. Here’s the problem: most financial planners only focus on wealth accumulation and don’t factor in your desire to make the world a better place. At WorthyNest®, we believe values-driven financial planning should be enjoyable and easy. We understand how overwhelming it can feel, which is why we developed a 5-step planning process for parents.

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Financial Advisor Experience

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. My approach is unique because I’m a: 1. Fee-only fiduciary, offering advice only in your best interest 2. Trustworthy CPA financial planner 3. Award-winning author of Redefining Family Wealth 4. Married mom of 3 boys who cares deeply about family 5. Location-independent advisor

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - CEPA

Broker-Dealer Disclaimer

WorthyNest® LLC is a registered investment adviser offering advisory services in the states of Missouri, Florida, and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WorthyNest® LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Business Taxes, Estate Planning, Retirement, Succession Planning, Personal Taxes

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Helpful Financial Planning Resources