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WorthyNest

Financial & Insurance • Punta Gorda, FL, 33982

ABOUT THE BUSINESS

As Catholic parents, you want to make wise financial decisions that serve your family, honor God, and reflect eternal values. But it’s hard to know what’s best with so many options: from college savings and retirement to tax planning and giving. At WorthyNest®, we offer faith-aligned, expert financial guidance so you can steward resources with confidence and clarity.

MEET THE OWNER

What inspired you to start this business?

WorthyNest® began in 2016 with the intent to help parents achieve important financial goals. We help clients save thoughtfully, invest wisely, and give generously.

How does your faith shape your work?

My Catholic faith is at the core of what I do. Financial advising isn't a job to me; it's a calling. The concepts of truth, beauty, and goodness permeate my interactions with clients.

What's a favorite patron saint or scripture?

It is hard to choose one since there are so many great saints and scripture references. However, Mother Teresa and St. Zelie are towards the top. Colossians 3:23 hangs in my office: "Whatever you do, work at it with all your heart."

What's one thing you'd like customers to know?

We care deeply about our clients and intentionally serve a smaller number of families, getting to know each one intimately. Faith-based investing, charitable giving discussions, and fee-only holistic financial planning are our main differentiators from traditional financial advisors.