Budgeting Concierge Services
No One Cares What You Know - Until They Know That You Care
Working beside you CARE-fully
Budgeting Concierge Services
No One Cares What You Know - Until They Know That You Care
Working beside you CARE-fully
No One Cares What You Know - Until They Know That You Care
Working beside you CARE-fully
No One Cares What You Know - Until They Know That You Care
Working beside you CARE-fully
At Careful Budgeting, LLC, my mission is to provide personalized financial and personal care services to individuals of all income levels.
I am committed to building lasting relationships based on trust, understanding, and care. I aim to assist my clients in managing their financial lives while ensuring their well-being and peace of mind. Sometimes, people just want businesses to slow down for a moment
and listen to them—really listen to what they have to say
and not try to sell them something!
At Careful Budgeting, LLC, I take the time to truly understand my clients' concerns and provide guidance that fits their unique needs.
Easily settle your invoices on this secure online payment system. It makes it simple to keep track of your financial commitments. I'm here to support your wellbeing, so you can focus on what matters most. Thank you for trusting me with your financial journey.
It all began with this incredible man to the right,
whose legacy still inspires me today.
I’ve always cherished the time spent with my grandparents, listening to their stories, and learning the importance of respect—respect that’s earned, not demanded.
With over 30 years of experience in banking,
bookkeeping, and insurance,f I’ve seen the pain of
people who’ve lost loved ones, only to be left in
the dark about managing their finances.
So many would cry at my desk or over the phone,
unsure of where to begin.
What they need isn’t a guardian—they need someone to help them navigate budgets, passwords, websites, due dates, and most importantly, someone
they can trust not to take advantage of them
TRUST IS EVERYTHING
When you meet me, you’ll know that immediately.
My number one goal is simple:
to treat others the way I would want to be treated.
.
Your support and contributions will enable me to help many other seniors and widows!
Your generous donation will help me provide financial support to individual clients who need a little more help but not quite ready for a Guardian or POA to take over.
So many of our Seniors are trying to live on Social Security only!
Please feel free to ask me any questions you may have
and I will help you find the answers!
Please tell your friends and neighbors as well.
Someone you know may need just a little help!
Owner and Bookkeeper: Jacqueline Pratt
+1-941-457-2211 or email me from your inbox to jackie@carefulbudgeting.com
Mon | By Appointment | |
Tue | By Appointment | |
Wed | By Appointment | |
Thu | By Appointment | |
Fri | By Appointment | |
Sat | By Appointment | |
Sun | Closed |
I will work with your schedule.
Please call or email me!
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.