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Shona Martin, CFP®

Fee-only Financial Advisor Anacortes WA

I grew up in England and moved to Houston, TX with my family. After meeting my husband, Chris, in Texas, we moved to Washington State to be near his large extended family and raised our two sons in the Stanwood area.

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As a family, we embraced travel over the years and made ‘experiences’ a financial priority while our sons were at home. After our sons left for college, Chris and I downsized and moved to Anacortes on beautiful Fidalgo Island. Since this move, my husband has become an avid sailor and we enjoy sailing in the San Juan and Gulf Islands. 

 

My husband and I both make time to be in 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. My ‘bucket-list' trips have included long distance hut-to-hut hiking in the Italian Dolomites and on the Tour du Mt Blanc.

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 developing plans that lead to positive outcomes.

 

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, CFP®

Anacortes, WA

shona@fidalgofinancial.com
360-631-3869

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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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