Today, Amy is joined by collaborator Shanna Tingom of Heritage Financial Strategies in Phoenix, Arizona.  Shanna and Amy met at a conference several years ago and became accountability partners.They became fast friends, despite a hiccup at the beginning of the relationship that they explain.First, Amy and Shanna were tasked with creating a "Disaster Recovery Plan" - what to do in the event of a natural disaster.  It ended up being fortunate that they were in different states, to back each other up if one office went offline.Beyond that, Amy and Shanna created a "Continuity Plan," to work for each other's clients in the event something happened to one of them.  This meant having a shared set of values and approaches to dealing with their clients.Amy's Contact Info:Website: https://thimbleberryfinancial.com/Email: [email protected]: 503-610-6510Shanna's Contact Info:Website: https://www.heritagefinancialaz.com/Call Heritage Financial at: (480) 397-1184
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

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