Continuity Planning

Today, Shanna is joined by collaborator Amy Walls of Thimbleberry Financial Portland, Oregon. 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, Shanna and Amy 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, Shanna and Amy 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. Shanna's Contact Info: Website: https://www.heritagefinancialaz.com/ Call Heritage Financial at: (480) 397-1184 Amy's Contact Info: Website: https://thimbleberryfinancial.com/ Email: [email protected] Call: 503-610-6510