Sonder Financial Strategies

Sonder Financial Strategies Your Unique Financial Journey Begins Here. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Three years. One hill. And one very special family-built soapbox. 🏎️We’re excited to be back for our third year particip...
09/08/2026

Three years. One hill. And one very special family-built soapbox. 🏎️

We’re excited to be back for our third year participating in the Septemberfest Soapbox Derby!

Stacey’s dad has been busy building our car, Sonder3—pictured here in its early stages! What started as a fun team tradition has grown into a project that brings family, friends, and the Sonder team together. We can’t wait to see all that hard work come together as Sonder3 races down 6th Avenue! 🏎️💚🏁

The Derby is about more than building a car and racing down a hill. It’s about community, connection, and giving back. We’re proud to be part of an event that brings Helena together while supporting local organizations and the work they do in our community.

We’re grateful to be part of the fun—and especially grateful to Stacey’s dad for putting Sonder3 together and getting us race-ready!

See you at the bottom of the hill! 🏁

Happy Labor Day! 🇺🇸“Pleasure in the job puts perfection in the work.”— AristotleOur Sonder office will be closed Monday,...
09/04/2026

Happy Labor Day! 🇺🇸

“Pleasure in the job puts perfection in the work.”
— Aristotle

Our Sonder office will be closed Monday, September 1, and the U.S. financial markets will also be closed in observance of Labor Day.

Whether you're spending the day relaxing, enjoying time with family, or checking something off your to-do list, we hope you take a little time to enjoy the fruits of your labor.

Have a safe and happy Labor Day from all of us at Sonder Financial Strategies! 💚

Happy World Beard Day! 🧔🏻‍♂️Some people build a business. Others build a business and a pretty impressive beard along th...
09/03/2026

Happy World Beard Day! 🧔🏻‍♂️

Some people build a business. Others build a business and a pretty impressive beard along the way.

Today, we’re celebrating Odie, owner of Sonder Financial Services—and, apparently, a man who takes World Beard Day seriously. 😉

We’re grateful for the leadership, humor, and personality he brings to Sonder every day. And while we can’t promise his beard has anything to do with his financial planning skills, we can confirm it has become pretty iconic around the office.

Happy World Beard Day from Odie and the Sonder team! 💚

One of Stacey’s key takeaways from the LPL Focus Conference was a simple but powerful reminder: life isn’t black and whi...
08/31/2026

One of Stacey’s key takeaways from the LPL Focus Conference was a simple but powerful reminder: life isn’t black and white.

Our lives change, priorities shift, and the unexpected happens—which means our financial plans need to be flexible and adaptable, too.

At Sonder, we believe financial planning isn’t about creating a plan and never touching it again. It’s about building a strategy that can evolve with you and the life you’re living.

Because the best financial plan is one that can adapt when life does. 💚

One of Shelly’s favorite sessions from the LPL Focus Conference was “Focus on Women,” led by Cassandra Worthy.The conver...
08/28/2026

One of Shelly’s favorite sessions from the LPL Focus Conference was “Focus on Women,” led by Cassandra Worthy.

The conversation centered around a powerful question: What is your why?

It was a great reminder that understanding what motivates us—and keeping that purpose at the center of what we do—can shape the way we lead, work, and make decisions.

We’re bringing that reflection back with us to Sonder. Because knowing your “why” matters—not just in business, but in financial planning and the life you’re building.

For National Dog Day, we’re celebrating one of Sonder’s favorite four-legged visitors—Motley, the Otterstroms’ dog! 🐾Mot...
08/26/2026

For National Dog Day, we’re celebrating one of Sonder’s favorite four-legged visitors—Motley, the Otterstroms’ dog! 🐾

Motley may not be on the payroll, but she’s definitely earned her unofficial title as Sonder’s Office Mascot. From greeting the team to keeping morale high, she’s proof that a dog-friendly office is just a little better. 😉

We’re big fans of the work-life balance around here—and sometimes that means having your best friend nearby while you work!

Happy National Dog Day from Motley and the Sonder team! 🐶💚

Trusts aren’t just for the wealthy—and they aren’t one-size-fits-all.Depending on your family, assets, and goals, a trus...
08/24/2026

Trusts aren’t just for the wealthy—and they aren’t one-size-fits-all.
Depending on your family, assets, and goals, a trust may help you:

• Avoid probate
• Provide for children or grandchildren
• Protect privacy
• Create greater control over how assets are distributed
• Support a loved one with special needs
• Plan for a blended family
• Protect and preserve your legacy

Ultimately, a trust is about more than how much wealth you have. It’s about how you want that wealth managed and transferred.

Understanding your options is an important part of thoughtful legacy planning.

08/21/2026

Sonder had a couple of visitors for the day, but somehow we forgot to tell Shelly what was in the box on her desk. 😂 So, we started the day with a big squeal and a lot of laughter!

Berkley named one of our little visitors Pookie, who is destined for a little girl all the way in Malta. 🦔💚

It’s not every day we’re asked to babysit hedgehogs, but there was absolutely no way we could say no to this client request!

We may help with financial planning, but apparently our services now include hedgehog sitting. 😉

🎬

🍪 The cookies are back! 🍪Our client treat stash has officially been restocked with delicious cookies from Dive Bakery! W...
08/19/2026

🍪 The cookies are back! 🍪

Our client treat stash has officially been restocked with delicious cookies from Dive Bakery! We love supporting local businesses while adding a little something sweet to our clients’ visits.

If you’re stopping by Sonder Financial Strategies, there might just be a cookie waiting for you. 😉

Our final day at the Focus 2026 Conference was full of inspiration and more great information. Sessions included:General...
08/12/2026

Our final day at the Focus 2026 Conference was full of inspiration and more great information.

Sessions included:

General Session with keynote by the energetic Jesse Cole of the Banana Ball organization.
Estate Planning Scenarios
Moving from Survival to Sustainable Wealth
Money in Marriage
Tax Strategy
Clients facing Loss
Artificial Intelligence - what’s next
Behavioral Finance
Excel deep dive
Investment Banking
Big Ideas 2026

We ended the conference with a nice Italian dinner and a concert from the incredible Carrie Underwood at beautiful Rady Shell.

This crew is happy, well fed and excited to bring back all we’ve learned to put to work for you!

Address

800 E. Sixth Avenue
Helena, MT
59601

Opening Hours

Monday 8:30am - 2:30pm
Tuesday 8:30am - 2:30pm
Wednesday 8:30am - 2:30pm
Thursday 8:30am - 2:30pm
Friday 8:30am - 12pm

Telephone

+14064421066

Website

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