Our Process

1. Discovery Meeting

A deep dive into all things about you

We take a close look at what makes you tick. Where are you currently at financially? Where do you want to be? What is your relationship with money? What are your dreams? What does financial freedom look like to you? We talk through these questions and more to start crafting your Wealth Plan.

2. Review your Wealth Plan

Getting into the details

At this meeting we review your current financial picture and share our recommendations with you. We review in detail the goals we discussed in our discovery meeting. We will deliver an electronic version of your wealth plan for you to keep.

3. Make it Happen

Deciding to work together

If you would like Golden Goose Wealth Planning to help you implement the recommendations in your Wealth Plan, we will sign all necessary paperwork to onboard you as a client.  Most paperwork can be signed electronically making it quick and painless.

4. Implementing the Plan

Getting things done

Since each Wealth Plan is different, we will start tackling each item in your Wealth Plan based on your unique goals and priorities. We work as a team to make sure you keep you on track to meeting your financial goals.

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.

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