Continuity Planning

Episode Notes

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:



Call: 503-610-6510

Shanna's Contact Info:


Call Heritage Financial at: (480) 397-1184