Careful Budgeting LLC Your Personal Assistant

No one cares what you know - until they know that you care.

Our financial consulting services, focuses on personal budgeting.

About Careful Budgeting

Stacked books labeled with supportive words beside a coffee cup and office supplies.

The Mission

At Careful Budgeting, LLC, my mission is to provide personalized financial consulting and personal care services to individuals of all income levels. I am committed to building lasting relationships based on trust, understanding, and care. My goal is to assist my clients in managing their financial lives, offering personal budgeting help while ensuring their well-being and peace of mind. Sometimes, people just want someone to listen to them respectfully without trying to hurry them along or 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, including senior financial support.

Three professionals discussing work around a laptop in a bright office.

Pay Your Bill Online with Careful Budgeting

Easily settle your invoices on this secure online payment system, tailored to support your financial consulting needs. It simplifies tracking your financial commitments, whether you need personal budgeting help or are looking for senior financial support. I'm here to foster your wellbeing, allowing you to concentrate on what matters most. Thank you for trusting me with your financial journey.

Invoice

The Passion behind the mission

My Story

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, I’ve witnessed the pain of people who’ve lost loved ones, often left in the dark about managing their finances. Many have come to my desk or called me, literally crying because they were unsure of where to begin and who to turn to for basic help. What they need isn’t a guardian—they just need financial consulting 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.

My number one goal is simple:

to treat others the way I would want to be treated!

This is why I offer a set hourly rate for my services, ensuring transparency. Additionally, I provide senior financial support and accept sponsorship help for clients who may not be able to afford that fee.

Please see below.

Help me help others

Your support and contributions will enable me to help many other seniors and widows!

Your generous donation or sponsorship will help me provide budgeting 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!

Everyone Has Questions

At Careful Budgeting,

we understand that personal finance

can be overwhelming.

That’s why our consulting services focus on you.

Let us be your trusted partner in budgeting and financial management,

where care is at the heart of everything we do.

Contact Me

Careful Budgeting LLC

Owner and Budget Concierge, Jacqueline Pratt, specializes in financial consulting and offers personalized budgeting help along with senior financial support.

Referrals Appreciated

+1-941-457-2211 or email me from your own inbox to: jackie@carefulbudgeting.com

Hours

Mon	09:00 am – 05:00 pm
Tue	09:00 am – 05:00 pm
Wed	09:00 am – 05:00 pm
Thu	09:00 am – 05:00 pm
Fri	09:00 am – 05:00 pm
Sat	By Appointment
Sun	By Appointment

I WILL WORK WITH YOUR SCHEDULE

PLEASE CALL, TEXT, OR EMAIL ME!