Harbor Pointe Financial, founded by Certified Financial Planner professional Stefanie Bashore, is a values-based financial planning firm based in Colleyville, Texas. With a client-first approach and a commitment to integrity and professionalism, Stefanie helps individuals, families, and small business owners navigate life's financial opportunities and challenges, providing comprehensive services such as retirement planning, estate planning, and cash and debt management.
As an independent financial planner, Stefanie offers conflict-free guidance and independent advice, ensuring that her clients' best interests are always prioritized. With a focus on aligning financial decisions with personal values, she creates personalized financial roadmaps that help clients achieve their goals and enhance their quality of life. Whether it's dreaming big, attaining financial freedom, or cherishing the little moments, Harbor Pointe Financial is dedicated to empowering clients to make smart choices with their money and enjoy a brighter financial future.
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