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.

Just a reminder — the Sonder Summer Social is almost here! ☀️🌽🔥Join us for an evening of BBQ, live music from Helena’s I...
06/22/2026

Just a reminder — the Sonder Summer Social is almost here! ☀️🌽🔥

Join us for an evening of BBQ, live music from Helena’s Intermission Band, and great company as we celebrate summer together at our client-appreciation event. Clients, friends, family, and neighbors are all welcome, so bring whoever you’d like!

📍 Sonder Financial Strategies
800 East Sixth Ave, Helena
🗓 Saturday, June 27
⏰ 4:00 PM – 8:00 PM

Please RSVP to [email protected]

We’re looking forward to kicking off summer with all of you!

Wealth transfer is about more than passing down assets—it’s about preserving values, protecting loved ones, and creating...
06/19/2026

Wealth transfer is about more than passing down assets—it’s about preserving values, protecting loved ones, and creating a plan for the future.

A comprehensive wealth transfer strategy often includes:

• Estate planning documents
• Tax-efficient gifting
• Insurance planning
• Retirement income and annuity strategies
• Family communication
• Financial education for heirs
• Long-term care and healthcare considerations
• Charitable giving

Every family's goals are unique. Taking a thoughtful approach today can help create greater clarity, confidence, and peace of mind for future generations.

If you'd like to discuss how wealth transfer planning fits into your overall financial strategy, we're here to help.

Stacey recently traveled to New York City for due diligence meetings with one of the fund companies we work with at Sond...
06/18/2026

Stacey recently traveled to New York City for due diligence meetings with one of the fund companies we work with at Sonder. During her time there, she had the opportunity to hear from industry leaders and keynote speakers on timely topics including global conflicts, defense spending, and artificial intelligence.

One of the most interesting discussions focused on how today’s geopolitical events are interconnected — and why markets may not be reacting in the ways many would expect.

If you enjoy talking about current events, market trends, and the bigger picture behind today’s headlines, be sure to ask Stacey about it next time you see her… just make sure you have some extra time set aside for the conversation. 😉

☀️ You’re invited to the Sonder Summer Social! 🌽🔥Join us for an evening of great food, summer fun, and good company at S...
06/15/2026

☀️ You’re invited to the Sonder Summer Social! 🌽🔥

Join us for an evening of great food, summer fun, and good company at Sonder Financial Strategies. Helena's Intermission Band will be providing our entertainment and we'll have catered BBQ to fill everyone up. We are excited to kick off summer with all of you with our client-appreciation event. Clients, friends, family, and neighbors are all welcome to attend, so bring them all!

📍 Sonder Financial Strategies
800 East Sixth Ave, Helena
🗓 Saturday, June 27
⏰ 4:00 PM – 8:00 PM

Please RSVP to: [email protected]

We can’t wait to see you there! ☀️

Preparing the next generation for wealth transfer involves more than passing down assets—it means passing down knowledge...
06/12/2026

Preparing the next generation for wealth transfer involves more than passing down assets—it means passing down knowledge, values, and confidence.

Age-appropriate financial conversations can help children and young adults develop important life skills, including:

• Basic budgeting and saving habits
• Investing principles
• Tax awareness
• Charitable giving
• Family goals and priorities
• Healthcare directives and estate intentions
• Responsibilities that may come with inherited wealth

Open communication today can help create more confident decision-makers tomorrow.

What financial lessons do you wish you had learned earlier in life?

06/11/2026

At Sonder Financial Services, we believe that strong communities create stronger futures. Throughout 2025, we were honored to support local organizations, events, and causes through sponsorships and donations that help make a difference where we live and work.

Giving back is an important part of who we are, and we're grateful for the opportunity to partner with so many incredible organizations that serve our community every day. We look forward to continuing to be invested in the community for years to come.

The Friendship Center
Pay it Forward Golf Classic
St Petes Health Foundation
CASA
Xpress Singers
Empty Bowls
Florence Crittenton - Paint the Town Pink
Montana Conservation Voters
Rocky Mountain Development Council
Grandstreet Theatre
YWCA
Good Samaritan Ministries
Cancer Support Network
Capital High School Volleyball
Helena Food Share
Carroll College
Habitat For Humanity
Smith Elementary School
Lewis and Clark Humane Society
Montana Yeti Hockey
Exploration Works
Jefferson Elementary School
YMCA
4-H Club
Girls Thrive
Helena Symphony
Paws for Cause
Helena Education Foundation
Outlaw Wrestling
St. Peter's Gala
Friends of Headstart
Old Salt Festival
Sleeping Giant Pickleball

05/20/2026

Our office and the markets will be closed for Memorial Day, Monday, May 25th.

“We must dare to be great; and we must realize that greatness is the fruit of toil and sacrifice and high courage.” —Theodore Roosevelt

SAVE THE DATE: Sonder's Annual Summer Social is scheduled for Saturday, June 27 from 4 p.m. until 8 p.m. We look forward...
05/04/2026

SAVE THE DATE: Sonder's Annual Summer Social is scheduled for Saturday, June 27 from 4 p.m. until 8 p.m. We look forward to seeing our clients, neighbors, friends, and family!

So much more than an Administrative Professional, we aren’t sure where we’d be without Shelly guiding our office! While ...
04/22/2026

So much more than an Administrative Professional, we aren’t sure where we’d be without Shelly guiding our office! While we celebrate her every day, today we give special shout out to our incredible Office Manager, Shelly Owens! 🥳👏

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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