Terri Echarte

Terri K Echarte Consulting, LLC


Member profile details


Contact Details

First name
Middle Initial
Last name
Badge Name
Terri Echarte
Terri K Echarte Consulting, LLC
Profile Photo

Organization Details

Establishment Date
Services Provided
  • Bill payment services for individuals and families
  • Bill payment services for small businesses
  • Budgeting
  • Financial fraud issues
  • Financial record management
  • LGBTQ+
  • Negotiating with creditors
  • Rep Payee court appointed work
  • Working with fiduciaries on financial tasks
Accepting new clients?
Yes, accepting new clients
  • Adult Children
  • Busy Professionals
  • High Net Worth Individuals and Families
  • People in life transition, divorce, loss of spouse, newly engaged, or married new to the workforce
  • Seniors and Older Adults
  • Fiduciary
  • LGBTQ+
Remote Service
Yes, works remotely
Biographical Information
My background in business, banking, finance, lending, and private banking has led me to do this work. I customize my services as a trusted financial professional to the specific needs and circumstances of the individuals and families I serve. I take a special interest in protecting older adults from financial scams and to help guard against their being taken advantage of. I offer trusted Daily Money Management, Financial and Concierge Services and do so with with patience, discretion, compassion, professionalism and integrity. Clients need to feel important, capable, and to maintain their dignity and independence. My joy is to assist in ways that will allow my clients not to feel overwhelmed, create peace of mind, and to spend time doing more of what they love to do. I proudly serve on the AADMM Board of Directors for 2023-2024.

My background includes a 30+ year career in business, commercial real estate, finance, banking, and private banking. I have my MBA. I have worked with institutions, families, and individuals to provide the highest level of service as a trusted advisor and fiduciary. As a Daily Money Manager, I enjoy helping organize their personal finances, identify issues and priorities, solve problems, and implement solutions so that things get done and nothing "falls through the cracks" so to speak. My overriding goal is to bring peace of mind to clients and family members. My services are customizable as every situation is very different! My clients' privacy is always of utmost importance.

I enjoy working with clients and family members throughout South Florida, as well as outside the State and can meet personally or virtually. I always offer a complimentary consultation and happy to answer any questions. Thank you!

Main Office

Office 1: City
Miami Beach
Office 1: State
Office 1: Zip
Office 1: Phone

2nd Office

Office 2: City
Office 2: State
Powered by Wild Apricot Membership Software