Dream Big & Plan

for a way to get there.

Based in Colleyville, Texas, Available Wherever

Harbor Pointe Financial

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. I serve a diverse group of clients who reside throughout the United States.

My husband is a San Diego native and we’re the parents of three beautiful children – two daughters and one son. I founded Harbor Pointe Financial while living with my family in San Diego, and in 2019 we moved back to my home state of Texas. I love what I do in my work life, and I do what I love in my free time.  When I’m not cheering on one of my kiddos at soccer, baseball, dance, or gymnastics, you’ll likely find me at Orange Theory or walking my dog.  Some of my favorite things to do also include traveling, cooking, snowboarding, and spending time with my family.

I specialize in:

  • Comprehensive Financial Planning
  • Investments
  • Retirement Planning
  • Income Tax Planning
  • Estate Planning
  • Cash and Debt Management
  • Insurance and Risk Management Strategies

My education and professional certifications:

  • Bachelor’s degree, Texas State University
  • Certified Financial Planner certification
  • FINRA Series 7, 63, and 65 licenses
  • Life and Health Insurance licenses

Check the background of investment professionals on FINRA’s BrokerCheck.

Apryl Fall

Director of Administration

I’m Apryl Fall, Director of Administration for Harbor Pointe Financial. I have served in the industry for nearly two decades as a Financial Planning Administrative Assistant—most of them working virtually! In addition to my primary role, I am also a licensed Life and Health Insurance agent. I enjoy the attention to details that my job requires, and strive to assist Stefanie in providing our clients with the best experience possible.

I was born in beautiful British Columbia, Canada and moved to the US when I met my husband. During his time in active duty in the US Navy, we lived all over the United States. Now that he’s retired from service, we’ve settled down in the Annapolis, MD area. We live here with our daughter, Liz, who attends college and sends your appointment reminders as my part-time assistant!

If I’m not at my desk, you’ll likely find me in the pool doing Water Aerobics, or walking and playing with my dog.


Life is so much brighter when we focus on what truly matters.

Values-based Planning

Making decisions regarding your future is rarely easy, especially if you don’t know where to start. To help simplify everything, I use a financial planning process that begins with your values. My values-based financial planning process is built around the idea that decisions are easier once your values are clear.

When meeting with a client for the first time, I take the opportunity to understand what’s important about money to them. How my clients feel about money will tell me more about their values and how we can use money to enhance their quality of life. I believe all the money in the world won’t mean anything if you’re not using it in accordance with your values. Money is just one aspect of a person’s financial picture, a tool to help reach goals and enjoy what’s important in life.

Once I uncover an individual’s most deeply held values, we can then align them with their money and spending habits through a personal financial road map. Any advice I give is unique to the client’s road map, no one else’s. I meet with each of my clients three to five times per year to review their road map and make adjustments as life changes.

Are you living your life in alignment with the things that are truly important to you?

Dream Big

Dream Big

Can you picture where you’d like to be or what you’d like to have in 10 or 20 years? Maybe you would like to spend more time with family, or travel around the world. Whatever it is you picture, I can help break it down into attainable goals and guide you every step of the way.

Financial Freedom

Financial Freedom

Money isn’t everything, but freedom is worth a lot. Financial freedom means having complete control over your finances. It’s about living your life with the confidence that your finances can support your decisions. It’s also possible for everyone – all you need is a desire to work for it.

The Little Moments

The Little Moments

Why does it feel like the little moments often create the biggest memories? A good life is a collection of these happy, little moments, but it all goes by so fast. I can’t help you slow down time, but I can help you focus on what is important and enjoy life’s many moments.

Independent Advice

Independent financial advice is about objective guidance, not sales quotas or proprietary products. As an independent financial planner and business owner, I’m able to structure my business in a manner that best serves my clients. Instead of working for an investment firm or bank, I have decided to work with an independent financial solutions firm because of their ability to provide holistic financial planning guidance without any expectation that certain products be recommended.

I have chosen Cambridge Investment Group, Inc., a internally controlled financial solutions firm. Cambridge is committed to providing the resources and support that help me serve my clients. Having access to their vast menu of compliance-friendly programs, products, and services allows me to customize strategies designed to meet my clients’ long-term financial needs.

It is very important that I work with institutions and clients who reflect my values. I share values with Cambridge that drive a culture of service excellence, passed from the home office, to my business, and finally to my clients:





Contact Us

Achieving the life you want is no accident. You have to plan for it. Let’s plan together.

Harbor Pointe Financial
6215 Colleyville Blvd.
Colleyville, Texas 76034

Office: 951-751-6660

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Harbor Pointe Financial Planning