About Teresa McAlpine
I’ve walked through or alongside most every kind of transition: caregiving, career pivots, loss, emotional unraveling.
I am a fiduciary wealth advisor, Certified Divorce Financial Analyst®, Behavioral Financial Advisor™, and the founder of Threshold Compass. I have spent my career in finance at the intersection of money and identity, helping women navigate the transitions that traditional financial planning tends to rush past.
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®), a Behavioral Financial Advisor™ (BFA™), and a Wealth Advisor with a focus on transition strategies, and the founder of Threshold Compass Strategies™. My work is rooted in behavioral finance, somatic insight, and a values-first approach to systems and strategy.
I’ve served as a mother, a Healthcare Power of Attorney, an advocate. I've 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 Strategies 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
- BFA™ - Behavioral Financial Advisor™Â
- Financial Trauma and Financial Therapy Certified
- LPL Financial Ambassador Council Alumni, 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
The work at Threshold Compass is deliberately scoped. It is education, reflection, decision-readiness, and financial coaching through life's transitions. It is the conversation that most women wish they had received fifteen years ago. The practice does not sell products, take commissions, or accept compensation from any party other than the client. It is built on the premise that the clearest path through a disrupted life is one walked alongside someone who has seen the terrain before and is not in a hurry.
Want to Connect?
I live in Sheboygan County and my office is located in Uptown Sheboygan.Â
My work is shaped by the women I have walked with through divorce, widowhood, caregiving, and the unexpected ruptures that reorganize a life.Â
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.