Fee-Only Financial Planner serving the Saint Charles, MO area.
Deborah Meyer, CPA/PFS, CFP®, is a fee-only financial planner and investment advisor based in Saint Charles, Missouri who guides faith-filled families nationally towards great financial decisions. As the owner of WorthyNest, Deb educates and empowers families to build wealth. She is a professional contributor to Kiplinger and Investopedia, and her financial advice has been featured by Yahoo Finance, Forbes, US News & World Report, The Huffington Post, and other major publications. She is a proud member of: XY Planning Network, NAPFA, Fee-Only Network, and the AICPA.
Professionally, Deb's career began in public accounting at big 4 firm Deloitte upon graduating from Saint Louis University. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb worked for nearly seven years at Matter Family Office, serving families of significant wealth in three main areas: family education and governance, investment planning, and wealth management. In 2013, she resigned from Matter Family Office to spend more time with family. Soon thereafter, Deb launched accounting firm SV CPA Services. WorthyNest has been a labor of love, and she is so excited to be living out this calling!
The Personal Side
Your family is worthy of a bright financial future, and I want to help get you there! Here are some of my roles: mother of three young boys, wife of Bryan, faith-believer, business owner, lover of all things Spanish, and bona fide numbers geek.
One certain thing in life is change, and life events can have a big impact on this evolution. Upon graduating from Saint Louis University in 2004, my career prospects were great. I had the privilege of working in client-facing roles at Deloitte and Matter Family Office for several years; yet my perspective changed as our family expanded. Long commutes, mom guilt, and minimal family time wore on me. Kids are only young once, and I want to be there for the moments that count. Entrepreneurship affords me the flexibility to pursue professional and personal goals, simultaneously. Do you share a similar mindset? If so, I’d love to talk with you.
Deborah Meyer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
We are a fee-only financial planning firm.
We always put your best interest first.
No product sales or commissions.
No minimum level of assets to manage.
We offer unbiased, integrated financial planning advice for faith-filled families.
HOW WE ADD VALUE
Our financial planning process is value-driven and includes life planning elements. We work collaboratively with you; we actively listen to your history, values, and goals to create a customized plan that will evolve over time. This PDF explains in detail how we add value to the relationship throughout the year. Below are some items we will discuss with you:
- Goals & Values
- Cash Flow
- Income Tax Analysis
- Education Funding
- Charitable Giving
- Insurance Evaluation
- Retirement Saving Strategies
Change is inevitable. We want to be with you on the journey. Here are some examples of life-changing events that we discuss with clients:
- Starting, selling, or growing your business
- Buying a home or relocating
- Welcoming a new child into the family
- Preparing a child for college
- Coping with loss of a loved one
- Dealing with relationship changes -- marriage or divorce
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Deborah Meyer is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Deborah Meyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Deborah Meyer is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Deborah Meyer is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Deborah Meyer
St. Charles, MO 63302