Foundation
This is the starting point. An abundance, rather than scarcity, mindset is crucial during this stage because it shapes subsequent actions. Get rid of self-limiting beliefs. Examine your personal and family values to formulate an overarching vision and set goals.
Strategies
The financial advice industry is filled with technical jargon and tactics to build financial net worth. We take these complex concepts and break them down into simple steps. Build wealth — without compromising your values — with these practical strategies.
Legacy
Individual goals and tactics are crucial to build and maintain wealth. However, they’re a little bit selfish. During the legacy stage, focus on others and the impact you can have. Go for broke and redefine “wealthy” as you take generosity to the next level.
Entrepreneurship
Are you an existing or aspiring entrepreneur? WorthyNest® founder and CPA financial planner Deb Meyer takes her hard-won experience to encourage other small business owners. Learn common pitfalls to avoid and fresh insights on this exciting entrepreneurial journey.
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Forming a Foundation
