ST-006-Edit.jpg

SS&C Salentica Elements Consulting

Implementing Salentica Elements on the Salesforce platofrm at your firm?

Are you a financial planning firm leader, thinking about or currently implementing SS&C Salentica Elements into your organization? Do you need an extra set of hands to make your vision come to life? Stephanie Trexler can help your firm implement Salentica Elements, build workflows and customize Salentica Elements to meet your firm's needs. 

Stephanie brings a unique perspective as she is an experienced CFP with a master's degree in Financial Planning. Stephanie has experience working the front lines with clients and is able to anticipate needs in a CRM system. She has worked at various firms throughout her career and has a passion for creating efficient processes. Stephanie is goal-oriented and will help you keep your CRM project on track.

Think of Stephanie as an extension of your home office on your leadership team. No need to recruit, hire and train. Stephanie works with firms on an hourly basis to help you achieve your firm goals. 

Golden Goose Wealth Planning

Stay in the know!

  • Facebook
  • LinkedIn
  • Instagram
  • Twitter

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.
©2020 by Golden Goose Wealth Planning. Proudly created with Wix.com

Golden Goose Wealth Planning, LLC is an Independent RIA located in Grand Rapids, Michigan.

Logo-CFP.jpg
FPA_edited.jpg
XY%20Planning_edited.jpg
NAPFA_edited_edited_edited.jpg