You Are at a Threshold. Financial clarity for women navigating the moments that change everything.
Threshold Compass StrategiesDiscover Your Financial Wealthstyle

How you think about money is already a pattern. This names it.

There are no right answers and no financial questions. This is not a test of what you know. It is a reflection of how you naturally move through your financial life: what you protect, what you reach for, what keeps you up at night, and what gives you peace.

Thirteen questions, about ten minutes. Answer with your first instinct. If two answers feel true, choose the one that feels most true most of the time. At the end you will see your primary Financial Wealthstyle, the stone that goes with it, a plain reading of how it tends to show up, and three things worth doing with what you learn.

Nothing you enter is stored or sent anywhere unless you choose to send it at the end. This is a screening reflection, not a medical or psychological assessment, and it is educational rather than individualized advice.

Your primary wealthstyle

How your answers fell

Most women carry more than one pattern. The one at the top is where you live most of the time; the ones close behind are worth reading too.

    Three things to do with this

      Go deeper

      Twelve months of reflections are written for each wealthstyle and arrive through At the Threshold, the free newsletter. The thirteen stones and the thinking behind the framework are at thresholdcompass.com/the-framework.

      If this result does not feel quite right, that is useful information. An extended Wealthstyle Assessment is available for a more precise reading of your primary and secondary patterns. Contact Teresa to learn more, or schedule a conversation.

      Send my results

      Optional. If you would like a copy, or want Teresa to have this before a conversation, enter your details below. Nothing is sent until you press Send.

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      This is an educational reflection tool, not a medical or psychological assessment. It does not provide individualized financial, legal, or tax advice, and completing it does not create an advisory relationship. Your answers are not stored unless you choose to send them.

      Threshold Compass Strategies™ is a Wisconsin-based Registered Investment Advisory Firm registered with the Wisconsin Department of Financial Institutions. Teresa McAlpine, CDFA, BFA, is a fee-based financial planner, Sheboygan, Wisconsin.