Jamie Stack

Daily Money Manager

Providing peace of mind by helping older adults manage their 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 older adults manage their day-to-day finances.  I bring clarity and organization by addressing the financial and administrative needs of my client. 

Seniors

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?

Trusted Advisors

Do you have a client that may benefit from ongoing financial care?  Let’s connect!

Jamie Stack

Daily Money Manager

Growing up, my grandparents were always a special part of my life.  Whether it was helping Grandma make cinnamon rolls from scratch, listening to Grandpa talk about WWII, or watching Grandma make many beautiful quilts.  They are memories that will forever warm my heart.

Now I want to give back to a generation that deserves the utmost respect and attention.  What do I have to offer?  Years of expertise in the banking and accounting industry.  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.

 

Bill Paying
  • 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
Budgeting
  • Analyze income and spending to help clients stay on budget or make financial decisions
Bank Deposits
  • 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 older adults manage their day-to-day finances.  I bring clarity and organization by addressing the financial and administrative needs of my client. 

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 my client would like help with and come up with a customized plan they are comfortable with.  With me, their information is always confidential.  I provide in-home service, so there is no need to leave the comfort of their 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.

Call

(608) 206-7172 

Areas I serve

Serving Dane County, Wisconsin