A Financial Planning FIRST Advisor

Episode Notes

Today, Amy is re-joined by collaborator Shanna Tingom of Heritage Financial in Phoenix, Arizona, for a discussion around being "Financial Planning First" advisors.

A Financial Planning First advisor starts with planning and a general understanding of your financial situation, before worrying about your investments.  In the first meeting with Shanna or Amy, you may be asked questions you weren't expecting, in order for your advisor to gain a 360 degree understanding of your world.

A Financial Planning agreement very specifically outlines the responsibility of the client to keep information updated, so that the advisor can keep the plan updated.

There's a common misconception that advisors are either commission based or fee based.  Amy and Shanna are both hybrid advisors, enabling them to offer their clients a wider array of services and products to meet their individual needs.

Shanna's Contact Info:


Call Heritage Financial at: (480) 397-1184

Amy's Contact Info:



Call Thimbleberry Financial at: 503-610-6510