I'm Stefanie Bashore, a Certified Financial Planner professional and the founder of Harbor Pointe Financial. I help individuals, families, and small business owners maneuver through life's many opportunities and challenges. My mission is to empower others to make smart choices with their money while providing the best service and resources available.
As a CFP professional, I'm held to the highest ethical standards in the industry and provide financial planning services as a fiduciary - meaning my clients' interests come first. I act with integrity, professionalism, and care at all times. By upholding a client-first, comprehensive approach to financial planning, I am able to work intimately with a select group of individuals who can benefit from my services most.
As a CFP professional, I'm held to the highest ethical standards in the industry and provide financial planning services as a fiduciary - meaning my clients' interests come first. I act with integrity, professionalism, and care at all times. By upholding a client-first, comprehensive approach to financial planning, I am able to work intimately with a select group of individuals who can benefit from my services most.
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