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  • Fidalgo Financial Planning

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. 

Shona Martin, Owner

I grew up in England and moved to Houston, TX with my family. I met my husband Chris while at college in Texas, and we moved to Washington State to be near his large extended family. We raised our two sons in the Stanwood area, where they both graduated as valedictorians from Stanwood High School. Our older son is an Officer in the US Navy, and our younger son is at college.

As a family, we have embraced travel over the years and made ‘experiences’ a financial priority while our boys were at home. After the boys left for college, we downsized and moved to Anacortes on beautiful Fidalgo Island.

My previous career as a Registered Dietitian in a Neonatal ICU developed many of the skills I now use as a financial planner, specifically, earning people's trust, providing education, gathering data, conducting analysis, and creating plans that lead to positive outcomes. As a volunteer at the Navy Marine Corps Relief Society on Whidbey Island, I enjoy providing financial education and budget counseling to navy personnel.

My husband and I both enjoy the mountains - him to rock, mountain and ice climb, me to hike. I have reached my goal of hiking at least 200 miles a summer for many years now, hiking primarily in the North and Central Cascades. Last year even included a 'bucket-list' trip to hike in the Italian Dolomites!

 

As a financial planner, I take pride in developing meaningful relationships with my clients, and helping you achieve financial goals. I look forward to working with you and helping you navigate the often complex world of personal finance.

Contact

Fidalgo

Financial

Shona Martin

Anacortes, WA

shona@fidalgofinancial.com
360-631-3869