Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk about Transitional Planning, and how to guide clients during the most vulnerable times in their life.
Mariette Tappan LinkedIn: https://www.linkedin.com/in/mariette-tappan-cfp%C2%AE-ceft%C2%AE-b6a8136/
Adviceworx Website: https://adviceworx.co.za/
Financial Transitionist Institute: https://www.financialtransitionist.com/
Mariette Tappan Website: https://mariettetappan.co.za/
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