WorthyNest

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WorthyNest Faith. Family. Finance. We help parents make wise financial decisions, invest in their family's future and give generously.

Fee-only financial planning with a speciality in family-minded entrepreneurs

10/27/2026

Have you ever told your child, "We can't afford this" when you technically had the money?

Parents often want what is best for their children, but that doesn't mean it has to come at a high price tag.

CliftonCorbin.com has some great insights to share in the upcoming virtual Family Finance Summit.

Watch this behind-the-scenes clip of the interview, and then save your free spot: https://mailchi.mp/worthynest/ffs-registration-deb

Seen financial advice online that sounds too good to be true? Take a closer look. Before acting, consider:1. Who is givi...
10/21/2026

Seen financial advice online that sounds too good to be true?

Take a closer look. Before acting, consider:
1. Who is giving the advice,
2. Whether it applies to your situation, and
3. What risks may be involved.

Talk to a CFP® professional to learn what is best for YOU!



A CFP® professional is a trusted financial advisor committed to acting in your best interests, so you can be confident you’re on the path to a secure future.

10/20/2026

What a mic drop moment!

As a parent, are you trying to get off the rotating hamster wheel of life?

Amanda Teixeira of WalletWin is one of 8 featured speakers at the upcoming Family Finance Summit, which is happening virtually on November 5-6.

Save your FREE spot: https://www.familyfinancesummit.com/

Being the first high earner in your family can feel exciting and empowering, but also surprisingly lonely.Additional cho...
10/19/2026

Being the first high earner in your family can feel exciting and empowering, but also surprisingly lonely.

Additional choices may feel great at first.

Yet as a parent, do you have someone trustworthy to help you navigate financial decisions?

You’ve probably reached a point where generic financial rules are no longer sufficient.

During the virtual Family Finance Summit happening November 5th and 6th, we’ll help you make thoughtful decisions around retirement and college, competing savings priorities, and raising financially responsible kids.

Save your FREE spot now: https://mailchi.mp/worthynest/ffs-registration-deb

10/15/2026

How does money lead to flourishing?

Here's a sneak peek! John Coleman is just one of eight handpicked speakers for the FREE Family Finance Summit. His session explores the question, "How much is enough?"

Join us virtually on November 5th and 6th. We'll help parents navigate retirement, college decisions, and competing financial priorities.

https://www.familyfinancesummit.com/

A financial plan can help you think beyond today. CFP Board research found that Americans working with CFP® professional...
10/14/2026

A financial plan can help you think beyond today.

CFP Board research found that Americans working with CFP® professionals are more likely than others to report living comfortably, having emergency savings, and having a will.



A CFP® professional is a trusted financial advisor committed to acting in your best interests, so you can be confident you’re on the path to a secure future.

If you were in my shoes, what would you have done? Please comment below!And if you haven't already registered for the FR...
10/13/2026

If you were in my shoes, what would you have done?

Please comment below!

And if you haven't already registered for the FREE Family Finance Summit, this is your chance: https://www.familyfinancesummit.com/

There is a lot of conflicting advice about paying for your children’s college education. A lot. 😅Some people believe tha...
10/12/2026

There is a lot of conflicting advice about paying for your children’s college education. A lot. 😅

Some people believe that if you can afford to pay for all of it, you should.

Other parents insist on creating some financial “skin in the game” for their child, teaching more ownership and responsibility.

Plenty of parents find middle ground. Maybe a nice compromise is having the parent cover tuition while the young adult child pays for his or her living expenses.

At WorthyNest, we believe there isn’t one “right” answer for each family. It’s a personalized decision, dependent upon your values and other family financial priorities.

But we’d love your input: if you could comfortably afford to pay for your son or daughter’s entire college education, would you?

Let us know in the comments!

Oh, and don’t forget to register for the FREE Family Finance Summit on November 5th and 6th.

Already registered? Spread the wealth (literally!) and tag a friend or family member who may be interested in attending.

https://www.familyfinancesummit.com/

October is National Financial Planning Month. Family financial planning is about more than investments or retirement. It...
10/07/2026

October is National Financial Planning Month.

Family financial planning is about more than investments or retirement. It's about connecting financial decisions with the goals, relationships, and priorities that matter most.

This month, we're joining the CFP Board in highlighting why financial planning is more than money.


A CFP® professional is a trusted financial advisor committed to acting in your best interests, so you can be confident you’re on the path to a secure future.

Paying off debt is a huge accomplishment.But it doesn’t automatically answer the questions that come next.Once the credi...
10/05/2026

Paying off debt is a huge accomplishment.

But it doesn’t automatically answer the questions that come next.

Once the credit cards are paid off and you have money available for other goals, you have to decide which good thing deserves your next dollar.

The mortgage? Retirement? College? Investing? More time and experiences with your family now?

The truth is: there usually isn’t one universally correct thing to do.

During the free Family Finance Summit, we’ll help you ask better questions, clarify what matters most, and make more confident decisions about your family’s next steps.

Join us November 5–6.

Comment SUMMIT, and we’ll send you the registration link!

Address

42881 Lake Babcock Drive, Suite 200
Punta Gorda, FL
33982

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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