Jimmy reviewed my current situation with me and patiently walked me through the steps to improve my financial situation. I am not financially savvy so I was grateful that he never talked over my head or talked down to me.
Financial Coaching client, age 56
Jimmy helped me navigate the complex world of student loan repayment. He clearly explained the available options and helped me select the best one, based on my financial situation and future earning potential.
Financial Coaching client, age 29
Jimmy is gifted in finance and teaching - the perfect combination for a financial coach. He thinks creatively, explains clearly, and understands how stressful money is to most of us. He's by far the best financial advisor I've worked with.
Retirement-Readiness client, age 61
This was the best $500 I ever spent... thanks.
Retirement-Readiness client, age 60
Jimmy was a big help in many ways — time, money, and stress. I was going through a divorce and was inexperienced in managing my finances. He assessed my financial advisor and helped me to understand the fees and whether my advisor was the best fit for me.
Financial Advisor Assessment client, age 45
This advisor assessment was very valuable to me. Just based on the amount of money I saved, I would have gladly paid triple the price for this service. I learned a great deal about my advisor that I did not know.
Financial Advisor Assessment client, age 42
People are befuddled and bamboozled by the complex, unnecessary, and overpriced offerings from the financial services industry.
I am Jimmy Becker. My mission is to level the playing field between Wall Street firms and Main Street clients.
I provide financial planning and coaching that is understandable, affordable, unbiased, and trustworthy. I also create customized workshops on different dimensions of financial decision-making to audiences of all ages, including employee groups, adult education learners, and students. I offer these services for an hourly fee or a fixed-price retainer.
I earned an Economics degree from Brown University and an MBA from the Yale School of Management. I began my career on Wall Street as an options arbitrageur and understand the financial services industry from the inside out.