Feel in control of your finances without shame, confusion, or avoidance
Hi, I’m Taresa Doheny,
founder and owner of TD Controllo LLC
I’ve spent more than 20 years working in public accounting, corporate finance, audit, risk, and compliance. I hold two Bachelor of Science degrees in Finance and Accounting from Regis University in Denver, Colorado, and I’ve built my career around understanding how money works in real life for individuals, families, and small businesses across the US and internationally.
I’m also a member of the American Association of Daily Money Managers (AADMM), a professional association dedicated to supporting ethical standards, education, and best practices in Daily Money Management.
Throughout my career, I’ve seen how much stress people carry around money because they don’t have a clear understanding of their financial situation. This often leads to shame, but you should never feel embarrassed about wanting clarity.
Managing your finances is more complicated than ever with multiple accounts across dozens of platforms, two-factor authentication, streaming subscriptions, business revenue, estate documents, investment portals, and insurance dashboards.
As a financial life manager, I’m here to look at things carefully and connect the dots. Whether that means organizing a complex financial picture, helping manage ongoing financial administration, or coordinating through a major life transition, my role is to bring clarity, structure, and follow-through.
I help people who feel overwhelmed by their finances get everything organized into one clear, understandable system.
I don’t operate in a single narrow lane like an investment advisor or accountant.
WITH YOUR PERMISSION, I REVIEW ACCOUNTS AND FINANCIAL SYSTEMS DIRECTLY.
I BUILD CLEAR FINANCIAL VIEWS THAT SHOW HOW MONEY IS MOVING.
I IDENTIFY INCONSISTENCIES, GAPS AND OVERLOOKED DETAILS.
As your trusted partner, I coordinate conversations with your advisors when needed and stay involved until things are actually implemented.
My role is to make sure your financial life is structured so your decisions can be carried out confidently and clearly, and without loose ends.
You can have all the statements in the world and still feel unsure about your finances. This work is about removing that uncertainty.
IF YOU’RE TIRED OF HOLDING YOUR ENTIRE FINANCIAL LIFE IN YOUR HEAD, WE CAN START WITH A CONVERSATION.
For many clients, that conversation leads to a 90-Day Financial Reset, a focused process designed to bring clarity and structure quickly. Others may benefit from ongoing Daily Money Management support or a more targeted engagement depending on their needs.
“Taresa is my go-to problem solver. When something comes up that I don’t fully understand financially, she’s the person I call. She helps me make sense of it so I don’t get stuck or avoid it. She’s my ‘financial life manager,’ and I feel far less overwhelmed knowing she’s involved."
