The Gift of Perspective with Deb Meyer

We continue to celebrate Women’s History Month and the stand-out women who will join us as speakers during next month’s Exit Planning Summit. Today, we’re spotlighting Deb Meyer, CPA/PFS, CFP® and CEPA, an award-winning author of Redefining Family Wealth and founder of WorthyNest®, a fee-only wealth management firm that guides parents through important financial decisions using a values-based approach. Deb will participate in the Women in Exit Planning Symposium on April 28.

We’re not the first to recognize Deb’s greatness. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” and received the 2018 American Institute of CPA’s (AICPA) Standing Ovation Award. Deb began her career at Deloitte Tax before shifting into wealth management at Matter Family Office. After several years, she set out on her own so she could have more control over her schedule and be home more with her sons. Deb is a member of several professional associations.

In the wake of the pandemic, EPI moved much of its training online and that’s when Deb became involved in the EPI community. She pursued her CEPA as another way to benefit her clients. And, as is so often in the world of exit planning, because of Deb’s experiences and credentials she’s able to help clients consider all three legs of the stool as they plan for an exit.

“I work with many small business owners, and I decided to get my CEPA credential so I could better understand how to help them, both personally and professionally,” she explains. “It’s allowed me to come into conversations more informed and have a framework to help them look at their finances holistically.”

What made you eager to speak at the 2024 Exit Planning Summit?

“It’s been an honor to be part of the EPI community. I’ve been listening to and learning from different perspectives for a while, so now being able to share my own is quite a privilege. I sit with clients in both realms—as a CPA for businesses and CFP for individuals and families—and I’m looking forward to being able to share how I bring those together with clients.”

What can Summit attendees expect to learn from you? 

“I will share my own experience as a woman working in a more male-populated industry and often with male small business owners. As a woman, I bring a softer side to financial planning—one that is a refreshing and different perspective that I believe has been an asset to my clients.”

What are you most looking forward to about the Summit? 

“I have been networking virtually for so long. I’m looking forward to finally being able to meet people face-to-face and get to know them even more!”

Who are your role models in business? 

“One of my main role models is Alli Worthington—she’s an author, coach and woman of faith. I worked with her in the past as part of a broader group. I relate to her both as a female business owner and a mom of boys. I am encouraged by her example. I also have been inspired by Scott Snider. I’ve been watching him and his father work to build a valuable business. He’s practicing what he’s preaching.”

Why are you so passionate about humanized leadership?

“I have long been passionate about helping families save diligently, invest thoughtfully, and steward wisely. And now that passion extends to bringing both realms—personal and business finances—together to help families. There’s a lot of satisfaction in helping people look at finances in many respects. I’m really grateful to have tuned into the EPI community for all I have learned. It’s such a great network.”

Register for the Exit Planning Summit

Exit Planning Institute is pleased to announce a one-day Women in Exit Planning Symposium. The Women in Exit Planning Symposium will bring together women advisors, business owners, and those who work on women business owners’ advisory teams. This event will foster collaboration between all different advisor specialties together in the exit planning community. It will feature a panel of female exit planners who will share best practices, discuss challenges women face in the exit planning profession, and how to build value in your business. Additionally, the symposium offers a chance for exit planning professionals to network with other professionals across the advisory community.

Bundle your Exit Planning Summit registration with the Women in Exit Planning Symposium for three days filled with incredible exit planning and business development content.

Register here!