Jamie Stack

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. 

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

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.

 

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 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.

Call

(608) 206-7172 

Areas I serve

Serving Dane County, Wisconsin