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, 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.
In that time, 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. I’ll dig into the last 12 months (or so) of your finances, slow the process down enough for it to make sense, and call, cancel, clarify, or correct on your behalf.
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 DIRECTLY.
I BUILD CLEAR FINANCIAL VIEWS
THAT SHOW HOW MONEY IS MOVING.
I NOTICE INCONSISTENCIES 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 most clients, that conversation leads to the 90-Day Financial Reset, a focused process designed to bring clarity and structure quickly.
“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."
