Making Money Fun

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) 397-1184Amy's Contact Info:Website: https://thimbleberryfinancial.com/Email: info@thimbleberryfinancial.comCall: 503-610-6510