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DIFY 9 - What is a Daily Money Manager and How Can They Help You with Terri Echarte
In this episode of The "Do It For Yourself Podcast" Steve speaks with Terri Echarte from Terri K. Echarte Consulting, LLC. She has a very unique business of Daily Personal Money Management, where she helps clients with busy lifestyles with their daily financial tasks.
They talk about how she started her business, the process of helping her clients and the important role that she plays in complementing Wealth Managers.
https://www.terriecharte.com/
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By Do it for YourselfIn this episode of The "Do It For Yourself Podcast" Steve speaks with Terri Echarte from Terri K. Echarte Consulting, LLC. She has a very unique business of Daily Personal Money Management, where she helps clients with busy lifestyles with their daily financial tasks.
They talk about how she started her business, the process of helping her clients and the important role that she plays in complementing Wealth Managers.
https://www.terriecharte.com/