Ithaka Financial Planning, LLC
Fee-Only Financial Planner serving clients nationwide from offices in Bethesda, MD and Mattapoisett, MA.
Beth Remick, CFP®, MBA, is a founder and Principal of Ithaka Financial Planning. A CERTIFIED FINANCIAL PLANNER™, Beth holds an MBA from the Fuqua School of Business at Duke University and a bachelor’s degree in commerce from the University of Virginia.
Beth is a member of the National Association for Personal Financial Advisors (NAPFA), the leading professional association for fee-only financial advisors. She is also a member of the Financial Planning Association (FPA). Beth is an active member of NAPFA and has performed research on emerging financial planning issues as part of several financial planning study groups. Beth received her CFP® designation in 1999.
Prior to co-founding Ithaka, Beth was the Director of Financial Planning at Yeske Buie Inc. and the Director of Investment Services at Financial Planning Group, Inc., a predecessor firm to Yeske Buie Inc. from 1998 - 2009. Before that, Beth was a Product Development Manager at Fannie Mae, a financial analyst at Eli Lily, and a research analyst following bank stocks at SunTrust Robinson Humphrey.
Beth and Carolyn are dedicated to helping women and families achieve their financial and life goals.
Beth Remick is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Life Is About the Journey
At Ithaka we understand there are many paths in the journey of life. Rather than focusing solely on financial data, we take a more flexible and creative approach. We take a wider view that embraces your unique personality and preferences..
In addition, we know that goals can change not only with the ebb and flow of family, employment, and markets but also with changes of the heart. Be assured that Ithaka will help you monitor and reevaluate your goals, adjusting your plan to help you meet the changes and challenges of life.
Money Plays a Central Role
Regardless of where you are in life, it’s important to know that money plays a central role in everyone’s journey. How you spend or don’t spend money tells a story about where you’ve been and where you’re going.
We encourage a frank discussion about cash flow. Unlike the economy and markets, cash flow is one thing you can control. We can help you transform unplanned spending into a functional and harmonious system that keeps you on course toward your goals.
Equally important, we provide a safe environment where you can make important decisions about your journey, face hard truths, and make dreams a reality.
When done right, financial planning can help you unlock your productive energy and better use your wealth and talents to create a life rich in the experiences that you value.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Beth Remick is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Beth Remick is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Beth Remick is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Beth Remick
5425 Wisconsin Ave
Bethesda, MD 20815
PO Box 665
Mattapoisett, MA 02739