JP Advising

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Responds in about 1 hour

Introduction

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 174 times

Serves Humble, TX

Background checked

1 employee

12 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.

2021

2020

2019

Featured Projects

13 photos

Reviews

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

Exceptional 5.0

121 reviews

5

97%

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3%

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Read reviews that mention:

Carlton S.

Sep 28, 2021

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Hired on Thumbtack

Jacqueline was absolutely amazing. She definitely lays a whole plan out for you and will hold you accountable for staying on top of your goal.

Personal Financial Planning

Precious N.

Apr 3, 2021

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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

Ashley E.

Mar 4, 2021

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Hired on Thumbtack

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!

Personal Financial Planning

Brittany P.

Jan 18, 2021

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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

Samantha K.

Jan 15, 2021

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Hired on Thumbtack

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!

Personal Financial Planning

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.