Have you ever played it safe?
I’m Deb Meyer, and I certainly did.
when “REDEFINING FAMILY WEALTH” BECAME A MISSION I COULDN’T IGNORE
As my older sister pushed every parental boundary in childhood, I’d quietly watch on the sidelines and didn’t want to further upset my parents. Academic achievements, volunteer efforts, and wisely-selected friendships made me the “perfect little angel.” When it was time to declare a major in college, I carefully selected accounting.
My first full-time position after college was safe. Two years into that position, I shifted from accounting to wealth management and landed in another steady role. Maintaining control was crucial, and my perfectionist tendencies from childhood carried well into my early 30s.
Then, my world was rocked in late 2011. It was April 2012 when I finally surrendered my life to God and tossed out any preconceived notions about work, family, and security.
I left my coveted wealth management position in late 2013 to spend more time with my two young boys and started SV CPA Services.
When I turned my life over to God, funny things began to happen.
By 2016, Jesus put it on my heart to start WorthyNest®, a fee-only registered investment advisory firm. This girl-who-never-colored-outside-the-lines now had two growing businesses. I even took a three-month hiatus to Spain with my husband and three boys in 2018.
Fast forward to today. With more than 13 years of experience advising families on personal finance, I see commonalities among clients:
“This is my day job, but I really want to ….”
“I’m in the military and have mandatory retirement at age 57. But I don’t want to quit working. I want to try this instead …”
“She handles the day-to-day budget, and I make big picture investing decisions. Other than that, we don’t really talk about money. We’d like to change that.”
“We’re so caught up in the here and now, it’s hard to save for the future. And we really want to give more to charity, but it is too difficult to do with our current budget.”
In each of these examples, there is a yearning to do something different. But that entails following an unknown path.
Redefining Family Wealth was created with this tension in mind. You’ve historically played it safe but know there is more to life than working in a job that leaves you emotionally and physically drained. You are ready to toss out preconceived notions about wealth, recognizing that money is only one measure of wealth. You are eager to use your unique God-given gifts to help others. You want to live with intentionality and purpose.
I’d be honored to help you redefine what it means to be wealthy.
Deborah L. Meyer, CPA/PFS, CFP®, is the author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deborah owns WorthyNest®, a fee-only financial planning and investment advisory firm that helps parents build wealth, and SV CPA Services, an accounting and tax firm for forward-thinking entrepreneurs.
Deborah has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award. Outside of work, Deborah spends time with her husband Bryan and three sons.