Daily Money Manager
Providing peace of mind by helping you manage your day-to-day finances
I understand finances are a serious and private matter. As a Daily Money Manager, I provide peace of mind by helping you manage your day-to-day finances. I bring clarity and organization by addressing the financial and administrative needs of my client.
Have you recently lost a spouse, are you suffering from an illness, or does the uncertainty of your finances keep you up at night? I can help!
Family & Caregivers
Would you like peace of mind knowing your parents mail is open & reviewed, their bills are current, and someone is looking over their financial well-being when you can’t be there?
Do you have a client that may benefit from ongoing financial care? Let’s connect!
Daily Money Manager
I love working with numbers! While earning my Bachelors Degree in Accounting and Business Administration, I worked for a local bank. I’m very familiar with all types of bank accounts and online banking. After four years in banking, I decided to pursue a career in Accounting. I have over 15 years of experience supporting activities that require financial detail, organization, and timely payments.
I am a wife, mother to two wonderful children, and the daily money manager for my own family. I would be honored to be the daily money manager for you. Contact me today for a free no-obligation consultation to discover the best way I can provide peace of mind.
- Review and track incoming bills for accuracy and inquire about incorrect billing or fees
- Pay bills in a timely manner
- Establish auto pay where appropriate
Opening & Sorting Mail
- Review incoming mail and ensure legitimate mail is addressed, junk mail is discarded, and file any documents that need to be kept
Reconcile Account Statements
- Reconcile bank and investment statements
- Review bank statements and credit card statements for errors or unusual activity and work with your banker or creditor to resolve any problems that may arise
- Analyze income and spending to help clients stay on budget or make financial decisions
- Prepare and deliver deposits to the clients financial institution
General Organizational Assistance
- Discard papers that are no longer needed and file important documents in an organized system that works best for the client
- Gather documents for tax preparation
My Approach & Philosophy
I understand finances are a serious and private matter. As a Daily Money Manager, I provide peace of mind by helping you manage your day-to-day finances. I bring clarity and organization by addressing your financial and administrative needs.
I begin by offering a free consultation, which allows you to get to know me and for me to get to know you on a personal level. Talking about money is not always easy, so I approach each situation with patience and understanding. I listen to what you would like help with and come up with a customized plan you are comfortable with. With me, your information is always confidential. I provide in-home service, so there is no need to leave the comfort of your home.
As a member of The Association of Daily Money Managers, I abide by a strict Code of Ethics. My clients are always treated with the utmost respect and my services are completed with integrity. I believe a healthy financial situation leads to a healthier mindset.
Contact me today to find out how my services can benefit you!
Get In Touch
To find out more about how I can help you and to arrange a free, no-obligation consultation, use the form below to contact me.
Areas I serve
Serving Dane County, Wisconsin