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

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The Smart Money Academy, with Keli Calderon

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