Financial Planning for Corewell Health Employees

You spend your career taking care of others. Make sure your financial future is being taken care of, too.

Working at Corewell Health can come with valuable retirement and employee benefits. But having good benefits and knowing how to make the most of them are two very different things.

At Golden Goose Wealth Planning, we help Corewell Health employees understand how their workplace benefits fit into their bigger financial picture so they can make confident decisions about saving, investing, taxes, retirement, and the life they want outside of work.

Schedule a Complimentary Introdcutory Call

Are you making the most of your corewell health benefits?

Your retirement plan is an important part of your financial future, but it is only one piece of the puzzle.

You may be wondering:

Am I saving enough for retirement?
Should I make Roth or pre-tax retirement contributions?
How should I invest the money in my Corewell Health retirement plan?
Am I taking full advantage of the benefits available to me?
Should I increase my workplace retirement contributions or invest somewhere else?
What should I do with a 401(k), 403(b), or other retirement account from a previous employer?
How should my spouse's retirement benefits coordinate with mine?
When will I actually be able to retire?
What will my income look like once I stop working?
How can I be more tax-efficient with the money I'm saving and investing?

You don't have to figure all of this out on your own.

Your Corewell Benefits Are Just One Piece of Your Financial Life

A retirement account shouldn't be managed in a vacuum.

We help you connect the decisions you're making at work with everything happening outside of work.

Your financial plan may include:

Retirement Planning

Determine how much you should be saving today and what it will take to create the retirement you envision.

Investment Planning

Build an investment strategy across your Corewell retirement plan, IRAs, brokerage accounts, and other investments.

Tax Planning

Look for opportunities to make smarter decisions about Roth versus pre-tax savings, investment taxes, charitable giving, and retirement distributions.

Financial planning designed around you

There is a big difference between knowing what benefits are available and knowing what you should do with them.

At Golden Goose Wealth Planning, we start with your life.

What matters to you? What are you working toward? What keeps you up at night? What do you want your money to make possible?

From there, we help you create a financial plan that brings all the pieces together.

Because the goal isn't simply to accumulate more money.

It's to use your money intentionally to build the life you want.

Who we help

We work with Corewell Health professionals throughout West Michigan and beyond, including:

Physicians • Nurses • Advanced Practice Providers • Healthcare Leaders • Administrators • Executives • Other Corewell Health Professionals

Whether retirement is decades away or you're starting to wonder if you could retire sooner than you thought, we'll help you understand where you stand and what your next financial decisions should be.

Physicians

Nurses

Healthcare Leaders

Executives & Administrators

Why work with golden goose?

Golden Goose Wealth Planning is an independent financial planning firm. We are not employed by, affiliated with, or endorsed by Corewell Health.

That independence allows us to look beyond your employer benefits and help you make decisions based on your entire financial life.

Independent Advice

Golden Goose Wealth Planning is an independent financial planning firm. We are not employed by, affiliated with, or endorsed by Corewell Health.

That independence allows us to look beyond your employer benefits and help you make decisions based on your entire financial life.

Fiduciary Guidance

As a fiduciary, our job is to provide advice that puts your interests first.

A Relationship, Not Just an Investment Account

Your financial life changes.

Careers evolve. Families grow. Markets move. Parents age. Kids go to college. Retirement gets closer.

Financial planning shouldn't be something you do once and put on a shelf. We help you continually adjust your plan as your life changes.

Fee-Only Financial Planning

We are a fee-only financial planning firm. We don't earn commissions for selling financial products.

You Take Care of Everyone Else. Let's Take Care of Your Financial Future.

You've worked hard to build your career and create opportunities for yourself and your family.

Let's make sure the financial decisions you're making today are helping you build the future you want tomorrow.

Schedule a Complimentary Introduction

Golden Goose Wealth Planning, LLC is an independent registered investment adviser and is not affiliated with, sponsored by, or endorsed by Corewell Health. References to Corewell Health are for informational purposes only.