Mariette Tappan
Certified Financial Transitionist™ CFP®, CeFT®
082 923 9252
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 and what’s on your mind. This is where we decide if we’re a good fit.
THE BALCONY VIEW
If we’ve both decided we’re a good fit, 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.
WE CO-CREATE
You’ll love this process. This is where we map your life, your goals and overlay it with our expertise. A key aspect of successful financial growth is identifying what wealth means to you and articulating where you want to grow to.
WE STRATEGISE
Every aspect of your life, your wealth vision, goals and all key financial disciplines are crafted to grow within a single, personal plan. Our single-plan, single-view philosophy effectively brings your world together for growth. Innovative, best-practice processes, technology, people and advice, means that your plan is always relevant and strategically focused.
WE INTEGRATE
Our investment specialists design and manage our strategy solutions. Always with your required rate of return in mind so you are more likely to achieve success.
I will be here to to guide you through all the required decisions along the way.
FUTURE VIEW
At this final navigation discussion, we will present what the future looks like for you. We will review our engagement and investment philosophy and finalise any pending action items. Saving time and staying the course is our focus.
ONGOING SERVICE PROCESS
Your service expectations, client communication preferences and how we should conduct future review meetings will be documented to ensure our partnership is clear and that our journey is aligned.
