About Threshold Compass Strategies

Based in Wisconsin, Threshold Compass Strategies™ is a solo-owned transitional Corporation honoring both the personal and professional dimensions of change. Through Threshold Compass Consulting™ and Threshold Advisory™, I provide tailored pathways for individuals and financial professionals seeking clarity, confidence, and soulful alignment in seasons of change.

This practice integrates decades of lived experience, bridging finance, caregiving, grief, and growth, with operational excellence, emotional intelligence, and legacy-minded strategy.

How I Support You

• Holistic Financial Planning: Guidance rooted in values, life seasons, and intentional goals, not just spreadsheets.
• Specialized Divorce Financial Planning (CDFA®): Emotional and practical support through divorce transitions with clarity and respect.
• Wealth Transition Guidance: For inheritors, widows, and solo decision-makers navigating new financial responsibilities or grief.
• Behavioral Finance–Informed Support: Unpacking money stories, triggers, and values-based financial behaviors.
• Legacy & Purpose-Driven Planning: Helping you align wealth with meaning, contribution, and personal impact.
• Life Transitions: Divorce, grief, caregiving, and inheritance coaching with compassion and clarity.
• Values-Based Strategy: Clarity mapping, legacy design, and decision alignment for deep-rooted impact.
• Consulting for Advisors: Workflow optimization, automation, AI integration, and compliance-aligned systems for values-led practices.
• Workshops & Speaking: Keynotes and training for purpose-driven financial professionals and leaders.

Special Considerations

I am especially honored to support individuals in vulnerable seasons, those feeling overwhelmed, emotionally exhausted, or uncertain about where to begin. Many of my clients arrive after grief, betrayal, burnout, or disconnect from traditional financial systems.

If you’ve ever felt like a survivor without a map, this is a space where your story is honored and your next chapter is built with care.

Informed, Compassionate Support

As both a legacy strategist and daughter, I bring personal and professional insight to elder care transitions. I serve as a Healthcare Power of Attorney for loved ones with cognitive decline and complex health disorders. These lived experiences shape how I hold space, with tenderness, practicality, and deep respect.

• Financial and legal strategies tailored to cognitive transitions
• Guidance through healthcare and long-term care systems with clarity
• Connections to local and national support networks
• Dignity-centered approaches to preserving autonomy and family voice

What Sets Me Apart

• CDFA®-Certified Advisor with advanced behavioral finance and trauma-informed training
• Emotionally intelligent, soul-centered support paired with strategic clarity and fiduciary care
• Transparent pricing ~ offering flat-fee and hourly options. No investment advice is provided through Threshold Compass Consulting™.
• Deep commitment to inclusion, dignity, and purpose-driven planning
• Grounded in lived experience and a passion for restoring financial confidence and voice

Ready to Begin?

Let’s explore how Threshold Compass Strategies™ can support you or your practice.

Book a Compass Call