YOU’VE WORKED HARD FOR WHAT YOU HAVE. YOU SHOULD BE ABLE TO SEE IT CLEARLY.
I bring structure to complex financial lives by organizing and streamlining what you own, what you owe, and how everything fits together
Personal Finance Manager for individuals, families, and small businesses
You may already have people helping you with pieces of your financial life, yet you still feel overwhelmed.
Many of my clients come to me with an investment advisor they meet with once or twice a year, a CPA who handles their taxes, and an insurance agent they call when something changes.
Individually, they’re doing their jobs… but you still feel scattered and confused about your finances and net worth.
That’s because no one’s role is to look at everything all together, from your retirement accounts to whether your business cash flow aligns with your personal obligations.
That’s the gap I fill.
I organize your complexity
We start by figuring out every account you have to create your full financial overview.
Yes, every account from the ones you forgot about, the credit card statements you don’t always check, the subscriptions on auto-pay (even though you don’t use them), the 401(k) from the job you left 18 years ago, investment accounts, and insurance policies with outdated beneficiaries. This allows you to stop guessing about your money and start making decisions from a place of clarity and control.
Through this process, 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
MOST CLIENTS START WITH THE:
90-Day Financial Reset
A structured three-month engagement where we gather every account, asset, and debt, then build a consolidated financial view that finally makes sense.
With The 90-Day Reset, you’ll move from:
Disorganized → Organized
Avoiding → Aware
Overwhelmed → In control
Reactive → Proactive
Scattered → Structured
Those shifts are what creates confidence in your life as a whole.
Support Beyond the 90-Day Financial Reset
Many of my clients start with the 90-Day Reset, then move into ongoing maintenance so things don’t slowly drift back into disorganization. Others reach out when a specific situation arises.
I offer flexible support designed to meet you where you are:
Ongoing Maintenance & Retainer Support
If you want a steady partner to coordinate conversations, review changes, and ensure nothing slips through the cracks, this is where we continue working together.
Custom Projects
Moves, estate transitions, business changes, divorce, escrow issues, and more can require focused coordination and follow-through. We define the scope and move through it step by step.
Unclaimed Property Recovery
Occasionally, an organization uncovers forgotten accounts, inherited assets, or funds held by a state agency. I help coordinate the recovery process so you can get what’s yours back.
I’m Taresa Doheny
I’ve built my career untangling complex financial systems and translating them into something usable.
Over the years, when I’d tell friends and family I worked in finance, they’d say things like,
“I know I have an account somewhere…”
“I think it’s set up correctly…”
“I just don’t want to look at it.”
With more than 20 years of experience in corporate finance and public accounting, I’ve always been the person people call when something feels unclear because I’m willing to sit with the details until they make sense. I know what to look for and how to explain it without talking over you, and I believe you should never leave a financial meeting more confused than when you walked in.
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.