Financially Speaking

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Introduction

Are you confused and overwhelmed by complex and overpriced offerings from traditional financial advisors? You’re not alone. Expensive investment advice may be what they offer, but what you really need are answers to basic financial planning questions. I offer on-demand and unbiased financial planning services at affordable and transparent fixed prices. I do not receive fees from any direct or indirect third parties so my commitment is exclusively to my client. I do not take custody of your assets but instead, offer a much better approach -- guiding you to use low cost mutual funds for your investments. Are you looking for expert and comprehensible financial planning that can guide you through all phases of your life? I create a financial roadmap with you, advise you how to invest your 401K, IRA, and other savings, plan your retirement strategy, and provide trustworthy and understandable financial guidance for other questions you may have. I began my career on Wall Street as an options arbitrageur and understand the financial services industry from the inside out. My mission is to level the playing field between Wall Street firms and Main Street clients by offering on-demand financial planning services that are unbiased, understandable, and actionable. I earned an Economics degree from Brown University and an MBA from the Yale School of Management.

Overview

Hired 4 times

Background checked

15 years in business

Payment methods

This pro accepts payments via Cash, Check, and Venmo.

Social media

Facebook

Featured Projects

5 photos

Reviews

5.0

4 reviews

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Amy P.

Apr 5, 2016

Jim helped me review my current financial portfolio to see if they were areas in which I could do better. There absolutely were, and he very patiently walked me through the steps I could take to improve my situation. I know my limitations and am not very financially savvy, and recognize the need for outside help. I never felt he was talking over my head or talking down to me, for which I was grateful. Jim is extremely knowledgeable in this area and his background makes him a perfect candidate for this type of work. I most strongly recommend him.

Julie H.

Apr 7, 2016

Jimmy was big help and saved me in many ways -- time, money, and stress. I was going through a divorce, and I was inexperienced in managing finances and uncertain about my needs during and after my divorce. He coached me in how to assess my financial advisor and analyze their fees. Ultimately, I decided they were not the best fit, and Jimmy helped find me a new financial advisor who has worked out very well. I now have a much better understanding of my financial situation and saved thousands of dollars with Jimmy’s guidance. He also helped lower my anxiety considerably during a very hard time. I’m very grateful!

Paul S.

Apr 1, 2016

Having recently retired from a profession in art teaching and being fearful about my lack of knowledge in the financial sphere I began to consult with Jimmy Becker about my financial future. This proved to be one of the best decisions I have made in my life so far. Jimmy is not only a brilliant financial analyst and teacher he is both patient and kind and taught me not to be afraid of personal economic decisions that have to be made. I am extremely grateful to him! Paul Stopforth, Jamaica Plain MA

Lisa S.

Apr 3, 2016

I needed some financial coaching, particularly around saving for retirement and Jimmy was very helpful, as well as a good listener. He gave me clarity around my investing needs, especially my confusing mix of old 401Ks and IRAs. Even more importantly, he lessened my anxiety and gave me confidence that I was making sound financial decisions. I'm quite grateful for the help he gave me and I'd recommend him to anyone.

Credentials

Background Check

James Becker

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I have a simple and transparent pricing model in which all of my financial planning services are done on a fixed price or fixed retainer (for ongoing services) basis. Typically, the fee is $120 per session or $350 for a 90 retainer. However certain services such as a financial plan or a Retirement Readiness analysis or an investment review are for a fixed fee of $600.
What is your typical process for working with a new customer?
Typically, I meet one on one with an individual or couple. The client provides me with background information on her/his/their financial status (income, expenses, assets, liabilities) and their specific needs. We work together to provide answers, insights, and/or guidance for the various questions that arise.
What education and/or training do you have that relates to your work?
I earned an Economics degree from Brown University and an MBA from the Yale School of Management. I also create and teach customized workshops on different dimensions of financial planning and decision-making to audiences of all ages, including employee groups, adult education learners, and students.