FINANCIAL ORGANIZATION • ADMINISTRATION • COORDINATION
I bring structure to complex financial lives by organizing and streamlining what you own, what you owe, and how everything fits together.
Hands-on financial organization, administration, and coordination for older adults, families supporting aging parents, and individuals navigating complex financial responsibilities.
You may already have people helping you with pieces of your financial life, yet you still feel overwhelmed.
Many of my clients already have a financial advisor, CPA, attorney, insurance professional, or other trusted professionals helping with different parts of their financial lives.
Individually, they’re doing their jobs. But there can still be dozens of financial and administrative details that need attention between those conversations — paperwork, accounts, insurance, follow-up, family communication, and decisions that still need to be carried through.
What’s often missing is someone helping organize those pieces, coordinate the people involved, and make sure important details don’t fall through the cracks.
That’s the gap I fill.
I organize your complexity
Financial details are easier to manage when someone is looking at how everything fits together.
I help organize the accounts, paperwork, financial responsibilities, and people involved - then make sure important details are followed through to completion.
That might mean untangling years of financial information, coordinating with an attorney or CPA, identifying something that needs attention, or simply creating a system so you know what’s happening and what comes next.
Through this work, clients have:
Discovered six-figure accounts they didn’t know existed
Realized their net worth was significantly higher than they thought
Canceled years of unnecessary recurring charges
Daily Money Management
Hands-on financial organization, administration, and coordination — tailored to what you need.
Some clients need ongoing help managing financial and administrative responsibilities. Others need additional support during illness, caregiving, a move, an estate transition, or another period when life becomes more complicated.
Daily Money Management provides flexible support that can evolve as your needs change.
FINANCIAL ORGANIZATION
Accounts, bills, cash flow, paperwork, records, and the financial details that need ongoing attention.
COORDINATION & FOLLOW-THROUGH
Working with attorneys, CPAs, financial advisors, insurance professionals, and others to keep information organized and next steps moving.
fAMILY & lIFE tRANSITIONS
Support involving aging parents, adult children, illness, incapacity, caregiving, moves, estate transitions, and other changing circumstances.
ESTATE-PLANNING ADMINISTRATION
Administrative support with wills, trusts, powers of attorney, beneficiaries, account ownership, and carrying agreed-upon next steps through.
FOR A FINANCIAL SNAPSHOT & ROADMAP:
90-Day Financial Reset
A structured three-month engagement designed to help you understand where you are financially, organize the big picture, identify what needs attention, and create a clear roadmap for what comes next.
With the 90-Day Financial Reset, you’ll move from:
Disorganized → Organized
Avoiding → Aware
Overwhelmed → In control
Reactive → Proactive
Scattered → Structured
You’ll leave with a clearer financial picture, prioritized next steps, and a roadmap you can move forward with.
I’m Taresa Doheny
With more than 20 years of experience across corporate finance, public accounting, and internal audit, I know how to work through complex financial information and bring clarity to the details.
Today, I bring that experience directly to individuals and families. I'm comfortable digging into the details, asking questions, coordinating with other professionals, and seeing things through until they're resolved.
I believe you should understand what’s happening in your financial life — without having to manage every detail alone.
Finances shouldn’t live only in your head.
THEY SHOULD BE ORGANIZED WELL ENOUGH THAT SOMEONE ELSE COULD STEP IN WITHOUT CONFUSION, AND CLEAR ENOUGH THAT YOU CAN MAKE DECISIONS WITH CONFIDENCE.