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JP Advising

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Service type
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About
With a decade of experience in financial advising, my journey started by helping family and friends manage their finances. Today, I extend my services to clients nationwide, focusing on guiding individuals towards financial stability and independence through sustainable practices and appropriate financial instruments. I remain dedicated to my clients’ satisfaction, working with them until they achieve their desired financial outcomes. Let me support you in realizing your financial objectives. Moreover, I am well-versed in tutoring mathematics for students across all levels, from elementary to college. Drawing from my background as a Math Teacher and Tutor, I have successfully assisted students from diverse backgrounds. By aiding students in overcoming math challenges early on, I aim to cultivate their numerical proficiency, providing them with valuable skills for future financial management. Reach out to me for your educational and financial support needs, and together, we can work towards your goals. Feel free to inquire about the ways I can help you.
Overview

Hired 180 times

Background checked

1 employee

13 years in business

Business hours

SunClosedMon9:00 am - 6:00 pm

Payment methods

This pro accepts payments via Apple Pay, Cash, Credit card, Google Pay, Samsung Pay, Square cash app, Venmo, and Zelle.

Social media

Facebook, Instagram

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2021

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2020

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2019

Services offered
Service type

General financial planning

Tax planning

College planning

Work location

I travel to my customers

I work remotely (phone or internet)

Projects and media
Projects and media
Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

121 reviews

5

97%

4

3%

3

0%

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Read reviews that mention:


pro avatar
KARTHIK P.

Nov 1, 2020

Hired on Thumbtack

As someone who is new to financial planning, I was looking to get help from an expert in a few areas like credit card debt consolidation and goal setting. Jacqueline was amazing, quick, flexible and very thoughtful. She talked me through my options and laid out a simple clear plan I can use to stay on top of my goal. I highly recommend hiring her and I know I’ll keep going back to her for my future financial planning needs!
Personal Financial Planning
pro avatar
Michelle R.

Dec 7, 2020

Hired on Thumbtack

Jacqueline did such an amazing job putting together a realistic budget and financial plan for me. She really went above and beyond in helping me organize my financial goals as well.
Personal Financial Planning
pro avatar
Shante L.

Jan 9, 2020

Hired on Thumbtack

Our experience with Jacqueline was phenomenal! My husband and I are recently married and we've been dreading the idea of figuring out how to combine our resources and make a joint budget. We pushed it off for way too long, but after a few failed attempts, we decided to seek professional help. Jacqueline swept in, asked pertinent questions, and presented to us a very detailed budget plan with a rigorous savings approach. We were shocked to see how much we could actually save with just a little bit of discipline. We feel empowered and super clear on our financial position and we are so grateful! Highly, highly recommend! Sending my friends to her!
JP Advising's reply
Thank you Shante, I’m so glad everything is working out for you and Nathan. I’m looking forward to our continued follow ups and check in.
Personal Financial Planning
pro avatar
Brittany P.

Jan 18, 2021

Hired on Thumbtack

Jacqueline is a joy to work with! She’s so helpful and a great listener. I needed some help paying down debt and starting a new savings plan, and she helped me put together a budget fast! I was nervous about working with a financial advisor because I was afraid to be judged, but Jacqueline is not here to judge, she’s just here to help! Responsive, professional and affordable. I can’t recommend her enough.
Personal Financial Planning
pro avatar
Precious N.

Apr 3, 2021

Hired on Thumbtack

I really enjoyed using JP Advising. They were extremely professional and really helped me with organizing my financial goals. Additionally they do random check ins just to make sure you’re staying on track - it really helps with accountability! Thank you again for your help.
JP Advising's reply
Thank you for the feedback. It’s my pleasure to be of assistance.
Personal Financial Planning
Credentials
Background Check

Jacqueline Burnett-Petite

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