Welcome to Harbor Horizon Financial
Contact Us
Let’s Start Planning for Your Future
Whether you’re ready to take the first steps toward financial independence, have specific questions about your business and personal finances, or want to explore your options for the future, Harbor Horizon Financial is here to help.
Email: [email protected]
Phone: 971-405-7979
Based in Wilsonville, Oregon and serving clients nationwide
Schedule a complimentary strategy session to discuss your financial goals and priorities.
You’ll receive:
- Relevant resources to help organize your finances.
- Helpful tools for managing key decisions.
- Guidance on next steps tailored to your situation.
This is an informational conversation with no obligation, designed to provide value and support for your financial planning journey.
Our Clear Process To Confident Financial Decisions
We follow a structured, fee-only fiduciary process designed to give you clarity at every step. No commissions. No product sales. Just advice in your best interest.
Step 1 — Complimentary Strategy Session
A relaxed 30-minute conversation to learn about your goals, challenges, and upcoming transitions.
You’ll get initial insights and a walkthrough of our process to see if we’re the right fit.
No preparation is required. Just come as you are.
Step 2 — Discovery & Data Gathering
If we decide to move forward, we’ll dive deeper into your goals and gather key financial information.
We’ll clarify your priorities, review your financials, and provide a secure vault and checklist to keep everything organized.
Step 3 — Planning & Goal Review
We’ll build a One-Page Financial Plan tailored to your vision, showing where you are today, what’s working, and what needs improvement.
You’ll leave with clear strategies, actionable next steps, and confidence about your financial direction.
Step 4 — Implementation & Support
We’ll put your plan into action. We’ll align investments, cash flow, and tax strategies while coordinating with your CPA, attorney, or business team.
You’ll have a dedicated partner providing ongoing support and regular reviews to keep your plan on track.
Harbor
Horizon
Financial
COMPANY
CONTACT US
Wilsonville, Oregon
FOLLOW US
Copyright 2025, Harbor Horizon, All Rights Reserved.