What are the 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

Sonder Financial Strategies

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Helena, MT
Sonder Financial Strategies

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

11/02/2026

Finding Hope in the Cycles of Life 🌿

Markets change. Life changes. And sometimes, our financial plans need to change, too.

In a world where economic uncertainty affects everyone differently, having a plan that can adapt is more important than ever.

Our latest market analysis explores the current economic landscape, what we’re watching in the months ahead, and why financial confidence isn’t about predicting the future. It’s about being prepared for it.

Make sure to check your inbox today for our current market analysis.

10/28/2026

At Sonder Financial Strategies, we believe financial planning is about more than numbers. It’s about people, relationships, and helping you feel confident about your financial future.

We’re proud to be a team that works together to help our clients navigate life’s changes, plan for what’s ahead, and make informed decisions along the way.

Because no two people—or financial journeys—are exactly alike.

We’re here to help you make a plan that works for your life.

10/26/2026

If an unexpected illness or injury left you unable to manage your finances or communicate your healthcare wishes, would the people you trust know what to do?

Estate planning includes more than wills and inheritances. Financial powers of attorney and healthcare directives help you identify who can act on your behalf and communicate your preferences.

Taking time to put these documents in place can provide clarity for you and your loved ones when it matters most.

Have you reviewed your documents recently?

10/23/2026

Sonder Financial Strategies is proud to support Girls Thrive Helena and their upcoming Women’s Adventure Film Tour Film Festival on November 7! 🎬🏔️

As part of Girls Thrive Empowerment Week, November 1–7, Helena will be filled with opportunities to move, learn, connect, try something new, and lift each other up. We’re excited to support an organization that helps build strength, confidence, and community right here in Helena.

Here’s to empowering women, celebrating adventure, and building a stronger community together! 💚

10/22/2026

Shelly loved having Motley stop by the Sonder office for a visit! We’re always happy to welcome a little extra furry friendship to the workday. Motley definitely made the office a little brighter 🐾💚

10/19/2026

Life doesn't stand still, and your estate plan shouldn't either. Marriage, children, retirement, new assets, and changing family dynamics can all affect how you want your wishes carried out.

When was the last time you reviewed your estate plan? A regular check-in can help ensure your documents, beneficiary designations, and financial goals continue to reflect the life you're living today.

10/16/2026

Think you know trusts? You might be surprised!

There are plenty of misconceptions about trusts and who can benefit from them. The truth is, trusts aren't just for the wealthy, they aren't only about avoiding probate, and not all trusts serve the same purpose.

The right estate plan depends on your family, your financial goals, and what you want your legacy to look like. And remember, estate planning isn't a one-time task—your plan should evolve as your life changes.

Swipe through to separate the myths from the facts and learn why understanding your options matters.

Thoughtful planning today. Greater peace of mind tomorrow.

10/15/2026

Building stronger communities starts with building strong homes. 🏡💚

We were honored to attend the Habitat for Humanity Helena Area banquet and learn more about the incredible impact they’re making right here in our community.

One fact that really stood out to us: Habitat for Humanity Helena Area is building more homes per capita than any other Habitat affiliate in the country—and their Rose Hills development in East Helena will be the largest Habitat development in the country!

It was inspiring to hear about the vision, dedication, and partnerships behind this work and to see how much is being accomplished right here in the Helena area.

At Sonder Financial Services, we believe being invested in our community means more than just financial support—it means showing up, learning, and celebrating the organizations helping make our community stronger. 💚

10/12/2026

Today, we’re recognizing Indigenous Peoples’ Day by celebrating the contributions, resilience, and traditions of Indigenous communities. 💚

At Sonder Financial Strategies, we’re proud to have Stacey on our team. As a member of the Little Shell Tribe of Chippewa Indians of Montana, Stacey brings a personal connection to the Native community and a passion for helping individuals and families plan for their financial futures.

From retirement planning and wealth management to estate planning and preparing for the next generation, Stacey works with clients to build financial strategies that reflect their goals, values, and family priorities. She also understands that estate planning for Native families can involve unique considerations, including tribal trust assets.

Today is an opportunity to recognize the importance of preserving family legacies and supporting future generations. We’re grateful to have Stacey’s experience and perspective as part of the Sonder team.

Happy Indigenous Peoples’ Day!

10/09/2026

What happens if you don’t have an estate plan?

Here’s the thing: even if you don’t have a plan, the law does. And it may not be the plan you would choose.

Our latest Sonder newsletter takes a closer look at wills, probate, Montana intestacy laws, beneficiary designations, and the simple steps you can take to start getting your estate plan in order.

We’re also sharing 5 questions to ask yourself during a simple estate planning checkup.

📩 Read the latest newsletter to learn more.

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

https://www.sonderfs.com/

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