Meet the Coach
Meet Theresa Todman
CEO, Accountant, and Financial Coach |
Theresa Todman is the driving force behind B&M Financial Management Services. With over 20 years of experience in the financial industry, Theresa is dedicated to empowering individuals and businesses to achieve their financial goals through expert coaching, comprehensive financial management, and personalized guidance.
THE JOURNEY Theresa's journey in finance began with her passion for helping others understand and manage their finances effectively and is a certified QuickBooks ProAdvisor. Her extensive knowledge and expertise have been instrumental in assisting countless clients to navigate their financial challenges and achieve lasting success.
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ROLES & EXPERTISE
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CEO
As the founder and CEO of B&M Financial Management Services, Theresa leads the company with a vision of providing top-notch financial coaching and management services. Her leadership and strategic planning ensure that the firm remains at the forefront of financial education and support. |
ACCOUNTANT
With a solid background in accounting, Theresa offers clients precise and reliable financial insights. Her attention to detail and thorough understanding of accounting principles ensure that clients' finances are in capable hands. |
FINANCIAL COACH
Theresa's true passion lies in coaching. She works closely with clients to develop personalized financial plans, offering guidance on budgeting, debt reduction, savings strategies, tax planning, investment planning, and more. Her empathetic approach and commitment to client success set her apart as a trusted advisor. |
PHILOSOPHY & APPROACH
Theresa believes that financial empowerment starts with education and personalized support. She is dedicated to demystifying financial concepts and providing clients with the tools they need to make informed decisions. Her coaching style is collaborative, focusing on building strong relationships and understanding each client's unique financial situation.
When she's not working with clients, Theresa enjoys dancing, hanging out with family, reflecting her belief in a balanced and fulfilling life. She is also the Founder of Westchester Network for Professionals, a diverse and dynamic network of professionals, entrepreneurs, business owners, and industry leaders from Westchester County and beyond. Our members come from a wide range of industries, including finance, healthcare, technology, education, and more. We are united by our commitment to excellence and our desire to make a positive impact in our communities.
