WIth years of experience as a daily money manager, Amy Carrick serves the needs of those who are in the most need of help.  In this episode, we talk about the roles that a daily money manager can play and how Amy handles the daily financial affairs of her clients.

If you are interested in speaking with Amy, she can be reached at [email protected] or via telephone 864 915-5505.  Make sure to check out her website at www.carrickconsulting.com

If you have ever wondered what it looks like, to work with a financial advisor, email [email protected] or visit www.calendly.com/davidpf to schedule your 30 minute telephone, in person, or zoom conversation.

Don't forget to check out www.weeklywealthpodcast.com