Where are you, and what is in front of you?
This takes about five minutes. It asks where you are in a transition, how complicated the money is, and how ready you feel to look at it. At the end you will see a plain reading of your position and three specific things to do before you decide anything. Nothing you enter is stored or sent anywhere unless you choose to send it at the end. This is educational, not individualized advice, and it does not replace your attorney, your CPA, or your own judgment.
Choose the one that fits best. You can change it later.
Where are you in this?
Choose the closest fit.
What is involved?
Answer as best you can. "Not sure" is a real answer, and it tells us something useful.
Please answer each item. "Not sure" is fine.
How ready do you feel to look at it?
For each statement, choose the number that is true right now. 1 means it does not describe you, 5 means it clearly does. There are no right answers here, only accurate ones.
Please choose a number for each statement.
Is there a decision or deadline within the next 30 days?
Your reading
What to do before you decide anything
Where Threshold Compass fits
Fees and what each engagement includes: thresholdcompass.com/fee-structure. To talk it through first: schedule a conversation.
Send my results
Optional. If you would like a copy, or if someone referred you and you want Teresa to have this before a conversation, enter your details below. Nothing is sent until you press Send.