Terri K Echarte Consulting Services

As a Daily Money Manager, I help clients maintain independence by taking over the day-to-day financial and banking tasks, managing income and expenses, paying bills on time, organizing mail and paperwork, maintaining files, and providing oversight to guard against financial scams and those seeking to take advantage of older adults. I offer a customized approach, leading with compassion and understanding of one's desire to remain independent while being challenged by the limitations of aging, declining health, or other changing circumstances. Consider if it would be helpful to work with a professional who can provide privacy, confidentiality, and operate with integrity. Services are personalized to help reduce your stress and anxiety and offer you and your loved ones peace of mind