Financial Transitions Planning

When money changes life changes,
and, when life changes, money changes.
- Susan Bradley

The most important legacy you can leave is knowing your true self and loving others the way you love yourself. This, I believe, makes a change in the smallest of things – which will inevitably become the biggest of things.

As a pioneer for Financial Transitions Planning in South Africa, I create a place for my clients to leave an enriched legacy; one that has a deeper sense of identity and purpose. This involves a transition of wisdom, integrity, honesty, growth, perseverance, excellence and courage - one that I have first taken myself. Sometimes these transitions are thrust upon us, and other times we have the rare occasion to choose them for ourselves.

My love for nature, art, music and traveling has equipped me with insight, inspiration and appreciation - all of which have given me a unique opportunity to enrich the lives of the people I meet.

Mariette Tappan

Certified Financial Transitionist™ CFP®, CeFT®
082 923 9252
Because I care.

I am contracted to Liberty Group Limited

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Liberty Group Limited – an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)

Any and all comments and opinions in this website constitute comment and opinion only and does not in any way
constitute personal financial advice. Please contact me should you need to meet and receive personal financial advice.

Certified Financial Transitionists™ are specially trained to guide clients through life transitions using unique processes and tools that incorporate cutting-edge research in the areas of neuroscience, physiology, sociology and psychology regarding the human experience of major life change. The result is often a smoother transition and an easier path toward finding one’s new normal.

Financial advice should be a true collaboration of human beings.

When in transition we often struggle with communication, decision-making, managing expectations, and even implementation, and we require a different set of tools and protocols. We require a process that explores, integrates, and celebrates who we are as individual people.

To put it simply, we address and integrate the human dynamics of financial change.

NAVIGATING YOUR JOURNEY TO WELLBEING

Let’s get to know each other

INTRO CALL WITH MARIETTE

The first step in our process is a short call to learn more about each other. This is where we get a general idea of where you’re at today and what’s on your mind. We’ll share a little about our process too and this is where we decide if we’re a good fit.

THE BALCONY VIEW

If we’ve both decided we’re a good fit after our intro call, you will receive a simple checklist of what information to gather. We’ll get a clearer picture and understanding of your current personal and financial circumstances and dig into the questions that brought you to me in the first place.

OBSERVATIONS AND EXPLORATIONS DISCUSSION

You’ll love this discussion. This is where we will think, identify and select together. Wisdom and insight will bring direction to your vision, goals and planning. A solid foundation and structure, including a discussion on how the selection of one goal may impact other goals, will be considered for your future planning to ensure we understand what needs to be achieved.

DECIPHERING AND ANALYSING

After you’ve decided you’re ready to get started, we’ll schedule a meeting to review all the information that has been gathered so far. We get down to the WHY’s and what’s and this is where the real planning and homework starts. Valuable tools and processes are in place to get things off on the right foot. Simplifying matters and helping to make better trade-offs are key during this process.
So, you’ve decided you want to work with us. What’s next?

DECISIONS AND IMPLEMENTATION

We will co-create and develop all the steps to implement the accepted decisions. Together we will ensure that the documents and processes needed will be followed as efficiently as possible. Administration and some frustration may be part of this, however the long-term reward will be worth your while. We will be here to guide you and help you through this flow of requirements.

STRATEGY FORWARD DISCUSSION

At this final navigation discussion, we will present what the future looks like for you. We will review our engagement and investment philosophy, any pending action items and your online access. Saving time and staying the course will be the focus.

ONGOING SERVICE PROCESS

Your service expectation, client communication preference agreement and how we should conduct future review meetings will be documented to ensure our partnership is clear and that our journey is aligned.

Our Process

bringing the human side of decision-making to your financial planning

UNDERSTANDING YOU

Most financial plans begin and end with money. We begin with the human side. Our goal is to understand you and your journey before we even look at your finances.

THE BALCONY

It's important to have a balcony view of what's happening in your life. A comprehensive snapshot is crucial to making better, more human, decisions.

CO-CREATING YOUR PLAN

With a clear understanding of who you are, and what you want, we can make powerful and informed choices, together.

TRANSITION TOGETHER

With each new transition comes new and exciting challenges and opportunities. Having a growth mindset and an adviser to support you helps you when life happens.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

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SUM WUN ELS

CEO of Walmart

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TESS T. MONIAL

Dentist

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BILL E. VABLES

Foundation Phase Educator
Being heard is so close to
being loved that for the
average person they are
almost indistinguishable.

David Augsburger

Get in touch

because I care!

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