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Becky Meats, CPA/PFS

Serving military families, government employees, and small business owners.

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Clear Insight Wealth Management Becky Meats, CPA/PFS
La Center, WA

Serving Clients Nationwide

Serving military families, government employees, and small business owners.

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Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

I am a Certified Public Accountant and partner at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and small business owners looking for a clear path to living their best lives. A firm believer that money is a tool that allows us to make our dreams happen, I thrive off simplifying clients’ finances and helping them find financial success. I have the rare talent of making the seemingly complex and chaotic world of finances and taxes simple and understandable. This understanding allows clients to make better use of their financial tools and often leads to success in many other parts of their lives.

I obtained my bachelor’s degree from Washington State University and have over 16 years of experience in accounting. I am a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). I also maintain AICPA certifications in retirement planning, estate planning, risk management and insurance, and investment planning. My expertise is critical in integrating all the aspects of financial planning into a comprehensive whole.

My family and I live on a small farm with our registered Jersey cows and flock of unruly chickens. When I'm not poring over tax code, I can be found chasing cows out of my garden or lacing up the running shoes and going for a training run. An avid runner, I'm working toward the goal of running a race in every state (3 down, 47 to go). Despite a busy schedule, I dedicate my time to the local community with the Junior and Youth grangers at the local county fair (a significantly more difficult challenge than the livestock).

To schedule a get-acquainted meeting, call (360) 836-4367 or email becky@myciwm.com.

Professional Designations

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

421 John Storm Ave, Ste. 161 - La Center, WA 98629

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

To schedule a get-acquainted meeting, click the 'Book Intro Call' button above or email becky@myciwm.com. During this meeting, we will discuss your goals and what working together will look like. We'll finish the meeting by discussing the types of services you would benefit from and what moving forward looks like. I look forward to speaking with you!

Offers Investment Management

Yes

About our Firm

Clear Insight Wealth Management is a new kind of wealth management firm tailored to the unique needs of military families, government employees, and small business owners.

Formed from a trio of woman-led financial planning firms, Clear Insight Financial Planning, REM Financial Planning, and Red Clover Financial Planning have joined forces to become Clear Insight Wealth Management. With our founders being military spouses and small business owners, we understand the unique financial lives, benefit options, planning timelines, challenges, and opportunities faced by our clients.

While traditional wealth management firms offer a single advisor-to-client relationship, Clear Insight Wealth Management takes a whole team approach, guiding clients to define and create the life they want to live. Offering holistic financial planning and wealth management services so all aspects of your finances work together towards living your best life now and in the future.

We understand everyone’s ideal life is different. If your vision includes:

- Planning for Retirement
- Transitioning Out of Military Life
- Making A Career Change
- Being Financially Independent
- Paying Off Student Loan Debt
- Buying Your First or Second Home
- Creating & Building a Business
- Planning for Needs of a Special Needs Child

Reach out today to learn more or to schedule a get-acquainted meeting at myciwm.com.

Education

Washington State University, Post Baccalaureate Accounting Coursework | Washington State University, Bachelor of Science (BS), Animal Sciences

Hobbies and Interests

  • Family
  • Gardening
  • Running

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Government Employees
  • Military
  • Special Needs

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