Helping guide sound financial decisions
Navigating major life events and transitions can sometimes feel like crossing uncharted waters. Whether you recently experienced a significant change in your life or you’re approaching retirement and reflecting on your legacy, we understand that your unique situation demands careful planning and experienced guidance. At Sound Harbor Financial, our aim is to help you find your True North with a personalized plan designed to support your goals in life.
Your financial horizons
Life is rarely a straight path. From the very beginning, our goal has been to help our clients find confidence among both the planned and unexpected events in their financial lives – and beyond.
The True North process
We’ve designed True North to be clear, detailed and easy-to-understand. We believe this helps our clients feel understood and supported at every stage of their journey.
A team of experienced navigators
Our close-knit crew are equipped with a wealth of knowledge and experience, empowering us to deliver a structured and ongoing client-centered service.