Life Financial Transition Planning Package
To make a payment for a 4 session planning package with Teresa McAlpine for personalized financial planning through a divorce, death, caretaking, or other difficult and/or unexpected financial disruption. This package includes 4 one-hour meetings for the purpose of providing limited scope financial analytics, it includes meeting preparation and follow-ups.
If you have a signed contractual agreement to enter into financial planning services with me, you may process your payment by credit card here.
I understand and accept that a signed Financial Planning agreement must be signed and executed by both myself and by Teresa McAlpine prior to any work. I also acknowledge that I have accessed the required disclosures provided by Teresa McAlpine and Threshold Compass Strategies, Inc.
The Financial Planning agreement that requires signatures and execution: Link to my required Financial Planning agreement that requires signatures and execution:
Click here to access my regulatory disclosure 2a and 2b statement
Click here to access my Conflict of Interest Disclosure
Click here to access my Privacy Policy
Click here to access my Divorce Advocacy Onboarding Form and Financial Asset Gathering List
All forms and disclosures may be found online at the bottom of this page:https://www.thresholdcompass.com/disclosures-and-details
Payments may also be made by check, payable to Threshold Compass Strategies, please contact me to make check payment arrangements.
2 monthly payments of $750.00 USD +
$300.00 USD setup fee
