Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Becky Meats, CPA/PFS

Serving military families, government employees, and business owners.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Clear Insight Wealth Management Becky Meats, CPA/PFS
La Center, WA

Serving Clients Nationwide

Serving military families, government employees, and business owners.

0 Certified Advisor Reviews™
Rate this Advisor

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 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 (4 down, 46 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) 970-4383 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

Additional Locations

📍 905 W Riverside Ste 201, Spokane, WA 99201

📍 7918 Jones Branch Drive 4th Fl #202, Tysons, VA 22102

📍 10408 Courthouse Rd, Unit #591, Spotsylvania, VA 22553

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

Each of the partners of Clear Insight Wealth Management started out as a female solopreneur delivering exceptional financial services. They met and united their knowledge and experience into a powerhouse focused on the unique financial needs of business owners, military families, and government employees.

Clear Insight Wealth Management is a women-owned, comprehensive wealth management firm with strong roots in military life and government service. Our clients are quietly extraordinary, focused on service, running great businesses, and daring to lead great lives. We offer integrated services ranging from business planning strategies to becoming work optional to optimizing taxes.

Our approach is tailored to each client’s unique needs. We believe in balance: living, spending, saving, and investing confidently. Whether you are considering retirement, a career change, or simply want to live your best life now, we’ll help you create a plan that is true to you.

Our commitment to you goes beyond advising. We strategize, clarify, and deliver ongoing financial planning that serves as an action-oriented roadmap for our clients. With decades of experience, we are adept at connecting the dots for clients and asking meaningful questions, so clients fully understand every part of the wealth-building and happiness equation.

Clear Insight Wealth Management uses a collaborative process with our clients. We help clients navigate the complicated emotions and circumstances associated with money to reach goals, care for loved ones, and take joy in the life they’ve built. We have helped countless families build their financial freedom and can help you do the same.

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
- Growing a Business

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

  • Animals
  • Cooking
  • Family
  • Gardening
  • Running
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Entrepreneurs
  • Government Employees
  • Healthcare Professionals
  • Military
  • Single Women
  • Women Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

No reviews yet.

Looking for a Financial Advisor in La Center, Washington?
Should You Hire an XY Planning Network (XYPN) Financial Advisor?