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Who typically benefits from your services?

While we cater to clients from diverse backgrounds, our services are particularly designed for busy women and their partners.

Will I have to endure lengthy investment discussions?

No, we understand the value of your time! While educating our clients on investment matters is essential, our aim is to ensure our time together is both efficient and productive. We are committed to maintaining a balance between working towards your goals and providing you with the necessary information without overwhelming you with complex charts and jargon.

Are you a fiduciary?

Absolutely, without exception! As fiduciaries, we are dedicated to always acting in your best interest, 100% of the time. We've taken a fiduciary oath and are committed to this standard. It's worth noting that not all financial advisors are obligated to or choose to operate as fiduciaries.

What will you help me with?

We'll work together to develop a personalized financial plan tailored to your specific needs. Our comprehensive approach covers various aspects of financial planning, including:

  • Cash flow management

  • 401(k) investment guidance

  • Transitioning after a divorce

  • Establishing a college fund

  • Saving and investing for retirement

  • Reviewing employer benefits

  • Estate planning

  • Tax planning

  • Student loan management

  • Working through an inheritance 

  • Gifting strategies

  • Charitable planning

  • Risk management

  • Budgeting

  • Social Security planning

How frequently will we have meetings?

Similar to the individuality of your financial situation, your meeting schedule will be tailored to your preferences. Many clients find that meeting between 2-4 times a year works well for them. Additionally, We are always available for virtual meetings through Zoom, phone calls, or email for your convenience.

How are your fees structured?

As a fee-only firm, we do not earn commissions from the investments we recommend, nor do we sell life insurance or annuity products. Our compensation is derived from providing financial advice rather than selling mutual funds. Fees within the financial planning profession vary among firms, and we adhere to a transparent and straightforward fee structure.

We calculate an annual fee based on a percentage of your assets under management. This fee can be paid on a monthly basis, starting at $325 per month, or quarterly directly from your investment accounts.

Golden Goose Wealth Planning Fee Schedule:

  • $0-$2,000,000: 1.0%*

  • $2,000,001-$5,000,000: 0.75%

  • $5,000,001-$10,000,000: 0.50%

  • $10,000,001 and above: 0.25%

*Includes a $4,000 annual minimum fee.

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