Complete Version
The Threshold Letter
A complete, fillable record covering advisors and accounts, insurance and benefits, legal documents, incapacity decisions, final wishes, family history, and a values and legacy section.
Threshold Compass Strategies
Most people have a plan. Almost no one has written it down.
The Threshold Letter is a complete life and legacy record designed to give your family the information they need, when they need it most.
Your information is private. You will receive the document and a short email series. You can unsubscribe at any time.
If something happened to you tomorrow, would your family know where to find the things that matter?
Not just the will. The insurance policy that has been quietly paid for twenty years. The advisor who has been managing the retirement account. The name of the person who should be called first. The wishes that have never quite made it into a conversation.
Most people intend to document these things. Very few do.
The Threshold Letter is a structured, thoughtful record designed to hold this information clearly and completely. It walks through seven areas of your financial and personal life, with space for the practical details and the things that matter beyond the numbers. It is not a legal document and does not replace your estate plan. What it will do is give the people you love a clear starting point at a time when clarity is genuinely hard to find.
What You Will Receive
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Companion Version
The Essential Information Guide
A condensed companion designed for sharing with a trusted person or using as a starting-point conversation with someone who would manage your affairs.
Email Guidance
A Brief Orientation
A short email series with guidance on how to approach each section, what to prioritize, and how to make the document genuinely useful when the time comes.
Who This Is For
This document is for anyone who has thought, even once, about what would happen if they could no longer manage their own affairs or were no longer here. It is for people who want to do right by the people they love, and who recognize that information is part of that.
It is particularly useful if you:
Are navigating a significant life transition and realizing how much has gone undocumented
Have recently lost someone and experienced firsthand what it means to search for answers in grief
Have a plan but have never consolidated the details in one place
Take the long view on financial decisions
Send me The Threshold Letter
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Your information is private. You will receive the document and a short email series. You can unsubscribe at any time.
About
Threshold Compass Strategies
Threshold Compass Strategies is a fee-based financial planning firm serving women navigating major life transitions. The work sits at the intersection of financial clarity and personal grounding, with a particular focus on the decisions and documentation that matter most when life changes.
The Threshold Letter was developed as a practical resource for the people we work with and the people who might benefit from this kind of thinking, whether or not they ever work with us directly.
Teresa McAlpine, CDFA, BFA, Founder