Becky Meats

CPA/PFS

REM Financial Planning, LLC

Principal

Contact Me

Becky Meats

CPA/PFS

REM Financial Planning, LLC

Principal

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

Contact Me

360-836-4367

Website

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.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Women Entrepreneurs
  • Growing Families
  • Women Business Owners
  • Sudden Money Situations
  • Novice Investors

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • CPA - Certified Public Accountant
    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.

  • XY Planning Network
    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

360-836-4367

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Office Locations:

  • Serving Clients Virtually
    Vancouver, WA 98686

REM Financial Planning, LLC is an Investment Advisor registered with the State of Washington. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 360-836-4367 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from REMFP with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.remfinancialplanning.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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