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JP Advising
JP Advising

JP Advising

Top Pro

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

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Introduction: I initially began my financial advising service 7 years ago. My initial clients were family members and friends. I now work with clients all over the US. My main priority is to help individuals gain financial stability and freedom through methods of responsibility and sustainability using suitable financial tools. I will continue to work with my clients until they are satisfied with the service and outcome. I am here to assist you in reaching your financial goals. I also specialize in Math Tutoring for all grade levels, elementary to college level courses. I have previous experience as a Math Teacher and Tutor. I have worked with a variety of students with different backgrounds. I believe that if I can assist students while in school with their struggles in Math, helping them to become more comfortable with numbers, it could benefit them later in life when it comes to managing their finances and knowing the importance. I am here to assist you with your educational and financial needs. Please let me know how I can be of assistance to you.
Overview

Current Top Pro

Hired 157 times

1 similar job done near you

Background checked

1 employee

8 years in business

Payment methods

Apple Pay, Cash, Credit card, Google Pay, Samsung Pay, Square cash app, Venmo, Zelle

Social media

Facebook, Instagram

Currently a top pro

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

Jul - Dec

All year

Jan - Jun

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Photos and Videos

15 photos

Reviews

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

Exceptional 5.0

105 reviews

5
96%
4
4%
3
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Read reviews that mention:


Precious N.

Personal Financial Planning

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.
Apr 3, 2021
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Verified
Ashley E.

Personal Financial Planning

JP advising has shown commitment to my family’s dream of experiencing financial freedom. JP advising has affordable rates and takes the time out for meaningful dialogue regarding finances; my experience has been fantastic!
Mar 5, 2021
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Verified
Brittany P.

Personal Financial Planning

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.
Jan 18, 2021
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Verified
Samantha K.

Personal Financial Planning

She helped me create a budget plan, her communication skills and work ethic is top tier. Definitely recommend her to anyone in need of financial services!
Jan 15, 2021
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Verified
Michelle R.

Personal Financial Planning

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.
Dec 8, 2020
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Verified
Credentials
Background Check

Jacqueline Burnett-Petite

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Any financial services that I offer, the price is based on a few factors. With my tutoring service and math help, pricing is based on grade level. Any stipulation or exceptions are noted with asterisks and will be discussed in detail before scheduling an appointment for services. I like for my customers to be clear on cost before services are rendered.

  • What is your typical process for working with a new customer?

    With my new clients I have an initial meet and greet appointment just so that my clients can feel comfortable with me. I like to share information with my clients and also receive information about my clients in order to build our client-provider relationship.

  • What education and/or training do you have that relates to your work?

    I have a bachelors degree in Finance. I have 5 years of professional experience as an Accountant. I also have 10 years experience as a Math Tutor of all grade levels and 3 years experience as a Math Teacher.

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