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.

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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.

Contract Review

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.