REM Financial Planning, LLC
REM Financial Planning, LLC
dream. plan. retire. As a fee-only financial planner, I serve women business owners by partnering to help create the retirement of their dreams. - Becky Meats, CPA/PFS
Fee-Only financial planner serving women business owners virtually from the Vancouver, WA area
Becky Meats is a Vancouver, WA area fee-only financial planner serving clients locally and across the country. REM Financial Planning provides comprehensive financial planning to help families and women business owners organize their financial lives. Becky Meats is a Certified Public Accountant and also owns a Vancouver, WA tax services firm. As a fee-only, fiduciary, and independent financial advisor, Becky is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Becky Meats is a fee-only financial planner at REM Financial Planning located in Vancouver, WA and serves clients nationwide virtually.
I offer fee only financial planning that doesn’t include selling you products or services you don’t need. I provide an additional level of expertise with my tax background to help you reach your retirement goals. Together, let's plan for the retirement of your dreams.
I’m a farm girl at heart, so I earned my Bachelors of Science in Animal Science with a minor in Agricultural Economics from Washington State University. I worked for six years as a farm planner before my transition to government accounting. Then, I moved into public accounting almost eight years ago and have been preparing taxes for individuals and businesses ever since. I am a Certified Public Accountant licensed in Washington and Oregon. I also hold the AICPA's Personal Financial Specialist (PFS) designation for financial planning.
Becky Meats 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.
REM Financial Planning, LLC works with women to put their financial dreams in motion. Some of our favorite financial topics include:
- Saving and investing for short-term dreams
- Saving for retirement and long-term dreams
- Making sense of your employer’s retirement plan
- A retirement plan for your small business
- Education planning for your kids
- Health savings accounts (HSA)
Because we don’t want to leave anything important out of your plan, we will cover topics that apply to you which may include life insurance, estate planning, and charitable planning. For your piece of mind and ours, we don’t sell any financial products. Loyal, honest, and trustworthy are terms to describe a fiduciary and that is exactly what REM Financial Planning makes an effort to achieve every day. If the advice isn’t good enough for our mom or best friend, then it isn’t good enough for you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Women Entrepreneurs
- Growing Families
- Women Business Owners
- Sudden Money Situations
- Novice Investors
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Becky Meats is a NAPFA Associate
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.
Becky Meats is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Becky Meats is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Becky Meats
Serving Clients Virtually
Vancouver, WA 98686