Deborah Meyer

CFP®, CPA
Personal Finance, Taxes, Small Business
88%
Helpful
15
Answers
18
Articles
31
Followers
“Deborah Meyer is the CEO and founder of WorthyNest, a fee-only financial planning firm that guides faith-filled families toward long-term wealth.”
Firm:

WorthyNest

Job Title:

CEO

Biography:

Deborah Meyer is a perceptive problem-solver. She is passionate about client service and enjoys being a trusted advisor families. Deb is a proud member of: XY Planning Network, NAPFA, AICPA, and Ellevate Network. She enjoys giving back to the community, serving as a CFP Board Women's Initiative advocate and mentor.

Professionally, Deb's career began in public accounting at big 4 firm Deloitte. She specialized in tax compliance and consulting for individuals, closely held businesses, trusts, and estates. Thereafter, Deb worked for nearly seven years at Matter Family Office in Clayton, Missouri. Her role incorporated a broad range of services for families of significant wealth, including Quickbooks Online reporting, income tax coordination, retirement plan guidance, investment management, charitable giving strategies, estate planning, insurance evaluation, and family education.

Soon after resigning from Matter Family Office, Deb launched SV CPA Services (aka Statera Vitae LLC) in 2014.  Following her passion to help faith-filled families build wealth, Deb launched WorthyNest in late 2016.

Education:

BSBA, Accounting, Saint Louis University

Fee Structure:

Fixed
Asset-Based
Hourly

CRD Number:

4563906

Disclaimer:
Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. WorthyNest LLC is a registered investment adviser offering advisory services in the State of Missouri 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 an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WorthyNest LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Videos
  • Investopedia video
All Articles
Sort By:
Most Helpful
January 2017
    Lifestage Based Planning, Personal Finance
February 2017
    Small Business Taxes, Tax Deductions / Credits, Taxes
December 2016
    Personal Finance
February 2017
    Financial Planning, Personal Finance
June 2017
    Personal Finance

All Answers
Sort By:
Most Helpful
    Investing, Small Business Financing
How do I determine the amount of equity that I should provide to an investor in my company?
25% of people found this answer helpful

Congratulations on starting your company!

I think you need to clarify some important questions:  Why is this person offering to invest in your company?  Are they looking for "passive" investment or more active ownership in the company?  Why did he or she choose your start-up in particular?  

Valuations are standard protocol for established companies looking to restructure ownership.  But start-ups with no track record have no easy way of determining the equity percentage.  You may want to consider delaying any equity ownership discussions until your company is more established. In the meantime, personal capital and business debt may be easier ways to grow your company.  Here's a link to my recent blog post called "Financing Your Way to Business Growth."  I hope it is helpful.

Deb Meyer

May 2017
    Financial Planning
How can we best take advantage of the five year lump sum feature in our 529 plan?
14% of people found this answer helpful
November 2016
    Financial Planning, Choosing an Advisor
What can an in-person Financial Advisor provide that a Robo-Advisor cannot?
13% of people found this answer helpful
May 2017
    Financial Planning, Choosing an Advisor, End of Life
What sort of professional will help me towards the end of my life?
0% of people found this answer helpful
November 2016
    IRAs, Taxes
Can I use my IRA to gift funds to a minor?
0% of people found this answer helpful
November 2016