Your financial life should make sense to you.
Hi, I’m Taresa Doheny,
founder and owner of TD Controllo LLC
I’ve spent more than 20 years working across public accounting, corporate finance, audit, risk, and compliance. I hold degrees in Finance and Accounting from Regis University, and my career has been built around understanding complex financial information, identifying what matters, and making sure the details don’t get lost.
Today, I bring that experience directly to individuals and families whose financial lives have become too complex to manage comfortably on their own. I help organize the moving pieces, create a clear financial picture, coordinate with advisors when needed, and make sure important financial tasks actually get carried through.
I’m also a member of the American Association of Daily Money Managers (AADMM), a professional association focused on ethical standards and best practices in Daily Money Management. My role is not to make financial decisions for you — it’s to bring clarity, structure, and follow-through so you have the information and support you need to make those decisions confidently.
I work across the moving pieces of your financial life - not just one piece of it.
MY ROLE IS TO CONNECT THE DOTS, CREATE STRUCTURE, AND HELP MAKE SURE IMPORTANT DETAILS DON’T GET LOST.
I LOOK AT THE WHOLE PICTURE
With your permission, I review the accounts, documents, and financial systems needed to understand how everything fits together.
I MAKE THE COMPLEX VISIBLE
I organize financial information into clear views so you can understand what you have, what you owe, and how money is moving.
I FIND WHAT NEEDS ATTENTION
I identify gaps, outdated information, inconsistencies, and unfinished financial tasks that might otherwise be overlooked.
When other professionals need to be involved, I help coordinate the moving pieces and stay engaged through implementation.
My role is to bring structure to your financial life so you can make informed decisions and move forward 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.
YOU DON’T HAVE TO KNOW WHICH SERVICE YOU NEED BEFORE WE TALK.
Some clients need ongoing Daily Money Management. Others need a focused 90-Day Financial Reset or help with a specific financial situation.
Let’s start with a conversation to figure out what makes sense.
“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."
