Payments may be made for my hourly time on this page. My peer advisor's billable rate is $500 per hour, and you may add multiple hours if you would like to extend beyond a one-hour time block. You may include as many people on your team as you would like.
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.
