Today I’m excited to have XYPN member Deb Meyer on the show. The founder of both WorthyNest and SV CPA Services, Deb started her career on the tax side of the business before eventually finding her way into financial planning. After working for a large family office firm, she realized that her passion wasn’t in working with super wealthy families and decided to switch gears.
Deb launched WorthyNest two years ago, and her focus is now on working with Christian parents who share her values. She continues to run her tax practice in addition to the RIA, and managed to do so while living in Spain for three months with her husband and three young sons. In this episode, she shares how she balanced her work and family time throughout her entrepreneurial journey, why she felt compelled to launch her RIA, and advice for listeners who are considering starting a business of their own.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/168
