Will you make me sit through long investment discussions?

No, your time is valuable! While investor education is important, we want our time spent together to be productive. We strive hard to strike balance between achieving your goals and keeping you informed. We will not throw charts at you!

Are you a fiduciary?

Absolutely, ALL of the time! Acting as a fiduciary means I am acting in your best interest 100% of the time. I have signed a fiduciary oath and have promised to always act as a fiduciary. Not all financial advisors choose to or are required to act as a fiduciary.

What will you help me with?

We will create a customized financial plan just for you. This will cover areas of financial planning such as:

  • Cash flow management

  • Investing in your 401(k)

  • Managing student loan debt

  • Building a college fund

  • Reviewing employer benefits

  • Estate planning

  • Tax planning

  • Gifting strategies

  • Charitable planning

  • Risk management

  • Planning for retirement

  • Budgeting

  • Social Security Planning

How often do we meet?

Just like your financial situation is unique to you, so is your meeting schedule. Most clients prefer to meet between 2-4 times per year. I am also always accessible by Zoom, phone or email. 

How do you get paid?

Since we are a fee only firm, we never receive commissions from the investments we recommend for you. We also will not sell you life insurance or annuity products. We are compensated for providing financial advice, not selling mutual funds. The financial planning profession does not have a standardized fee schedule, and fees vary firm to firm. 

There is no financial obligation to work together until after your Wealth Plan is complete, and we mutually agree to work together. An annual fee is calculated based of a percentage of your assets under management. This fee can be paid on a monthly basis starting at $250 a month or is paid from your investment accounts quarterly. 

The Golden Goose Wealth Planning Fee Schedule

$0-$2,000,000 1.0%*
$2,000,001-$5,000,000 0.75%
$5,000,001-$10,000,00, 0.50%
$10,000,001 and above 0.25%
*$3,000 annual minimum fee

Golden Goose Wealth Planning

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Address: 2500 E Beltline Ave SE

Suite G #230

Grand Rapids, MI 49525

Phone (616) 256-0216

Golden Goose Wealth Planning, LLC (“Golden Goose Wealth Planning”) is a registered investment advisor offering advisory services in the State[s] of Michigan and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Golden Goose Wealth Planning, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
Golden Goose Wealth Planning does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Golden Goose Wealth Planning be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Golden Goose Wealth Planning or a Golden Goose Wealth Planning authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
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Golden Goose Wealth Planning, LLC is an Independent RIA located in Grand Rapids, Michigan.