TD Financial Management is a private financial strategy firm providing oversight, coordination, and financial intelligence for individuals and business owners navigating complex wealth.
We serve professional athletes, high-net-worth individuals, and founders who require more than advice, they require structure, alignment, and disciplined execution.
Our role is simple and distinct: to design and oversee financial systems that work cohesively, protect long-term interests, and support legacy-building decisions.
TD Financial Management is led by Tabitha Denise, Founder & Principal.
Tabitha works closely with clients as a strategic partner, providing financial oversight, analysis, and coordination across their personal and professional financial lives.
She collaborates with clients' CPAs, financial advisors, and other licensed professionals to ensure every decision aligns with a unified strategy and long-term vision.
Her approach is defined by discretion, precision, and accountability, operating quietly behind the scenes so clients can focus on what they do best.
Our mission is to steward wealth with purpose.
We provide strategic financial oversight that preserves what you've built, supports informed decision-making, and positions your wealth to endure beyond any single career, contract, or business cycle.
Every engagement is intentional, discreet, and grounded in trust.
Every strategy we design is personal, deliberate, and aligned with the life and legacy you're building.
Success, whether through athletics, entrepreneurship, or leadership, often creates complexity faster than clarity.
With success comes:
We exist to bring clarity, coordination, and confidence to those moments, ensuring decisions are informed, aligned, and strategically sound.
When you work with TD Financial Management, you gain a trusted partner—not a transactional advisor.
We commit to:
Thoughtful design and ongoing alignment of your financial ecosystem.
Financial insight that supports decisive, informed action.
We manage complexity so you can remain focused on performance, growth, and leadership.