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FIDALGO FINANCIAL

PLANNING LLC

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360-631-3869

Our

Address

Shona Martin

Anacortes, WA

Email: shona@fidalgofinancial.com
Tel: 360-631-3869

Contact
Fidalgo
Financial

Shona Martin, CFP®

Anacortes, WA

shona@fidalgofinancial.com
360-631-3869

Please use this link to schedule an initial complimentary meeting.

https://calendly.com/financial-planning-meeting/initial-meeting

At this meeting, we have a conversation about the financial planning services you are looking for, and you determine if I am the person you would like to work with!

After the meeting, I create a proposal that outlines the services I can offer, the documents I need to review, the timeline and my fee (based on complexity and hours spent on your project).

For more information prior to scheduling a meeting, please contact me via email. shona@fidalgofinancial.com

© 2017-2024 by Fidalgo Financial. Designed by New Eve Creative.

Fidalgo Financial Planning, LLC is a registered investment adviser in state of Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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