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:
Shanna's Contact Info:
Call Heritage Financial at: (480) 397-1184