Financial Planning

Clear and unbiased financial planning services

Financial Planning

Clear and unbiased financial planning services

Financial Planning

Clear and unbiased financial planning services

TAKE CONTROL OF YOUR FINANCIAL FUTURE

Plan Your Retirement

Build a comprehensive financial roadmap for your retirement planning

Build Your Nest Egg

Maximize your long term net worth and address all your financial planning needs

Overcome Financial Stress

Recover from debt and other financial setbacks by developing a sustainable spending and saving strategy

Do You Have Questions?

Do you seek practical financial planning expertise?

I'll create a financial roadmap with you, plan your retirement strategy, and provide clear answers for all your personal finance questions.

Do you seek unbiased investment strategy guidance?

I don't sell any products but I'll guide you to low-cost and tax-efficient index funds while minimizing all investment fees.

Do you seek practical financial planning expertise?

You’re not alone. Expensive and complicated advice may be what they offer, but I provide understandable financial planning services for a modest fixed-price.

About Me

Hello, I’m Jimmy Becker. People are befuddled and bamboozled by the complex, unnecessary, and overpriced offerings from the financial services industry that charges much money for little value. I level the playing field between Wall Street firms and Main Street clients by offering unbiased, understandable, and affordable financial planning services.

I began my career on Wall Street as an options trader and understand the financial services industry from the inside out. I earned an Economics degree from Brown University and an MBA from the Yale School of Management.

I also offer workshops and classes on personal finance topics and you can see them here.

What are clients saying?

The Retirement-Readiness service was just what we needed to answer our questions about planning for retirement.

We were a bit stressed about our (lack of) financial planning but Jimmy put us at ease and showed us a way forward… thanks.

Jimmy made it simple and understandable for us.

We found the meeting very helpful, and appreciated your ability to be clear, concise, practical and look at a number of different perspectives, providing contrasting ways of looking at things. It was just what we needed.

We had questions about our financial advisor and Jimmy gave us an unbiased assessment that was quite helpful and turned out to save us a lot of money.

Jimmy understands how stressful money is to most of us… he thinks creatively and explains it all clearly.