Meet Teresa
I’ve walked through or alongside most every kind of transition: caregiving, career pivots, loss, emotional unraveling.

You won’t shock me.
I won’t judge you.
This is a space to be held while you rebuild with wisdom, agency, and purpose.
The Professional Bio (That’s Actually Personal)
I’m a Certified Divorce Financial Analyst® (CDFA®), transition strategist, and founder of Threshold Compass Consulting™. My work is rooted in behavioral finance, somatic insight, and a values-first approach to systems and strategy.
I’ve served as a Healthcare Power of Attorney, led a multi-advisor firm through automation and transitions, and guided women through the fog of endings, reinvention, and sacred thresholds.
Why This Work Matters to Me
I’ve been the one holding it all together while falling apart inside. I’ve known what it feels like to be the strong one, the smart one, the responsible one, and still feel lost.
I created Threshold Compass Consulting because I believe women deserve spaces that honor the emotional, spiritual, and practical layers of change, not just checklists and platitudes. You deserve a guide who gets it, not just someone who advises from afar.
My Approach
- Emotionally intelligent, values-based, and trauma-aware
- Rooted in strategy but always honoring soul and timing
- Grounded, kind, nonjudgmental and gently challenging when needed
- Fiercely protective of your dignity, autonomy, and inner wisdom
Credentials & Community
- CDFA® Certified Divorce Financial Analyst
- LPL Financial Ambassador Council Member, as well as member of the LPL AI Council and LPL Research Council
- Leader of peer study groups and advisor mentoring communities
- Served 20+ years in advisory, compliance, and operations
- Volunteer, speaker, and advocate for dignified transitions
Want to Connect?
If you’re ready to be seen, supported, and guided through your own threshold I’m here. No performance. No pressure. Just open arms, deep presence, and a steady compass.