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Financial Planning Services

Welcome to Golden Goose Wealth Planning, where financial empowerment meets personalized guidance. Our services are tailored to support women on their unique financial journeys, helping them navigate towards their goals with confidence and expertise. As a CERTIFIED FINANCIAL PLANNER™(CFP®), Stephanie Trexler brings a wealth of knowledge and a commitment to empowering women to take control of their financial futures. Whether you're in Grand Rapids, Michigan, or seeking virtual assistance nationally, we provide a range of financial planning services designed to address the specific needs and aspirations of women. From comprehensive wealth management to strategic investment planning, Golden Goose Wealth Planning is your partner in building a secure and fulfilling financial future.

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Achieving Financial Freedom:

This often includes creating a budget, saving and investing wisely, reducing debt, and building multiple streams of income. Financial freedom is not just about accumulating wealth; it's about having the freedom to make choices based on your values and aspirations, whether that involves early retirement, starting a business, or simply enjoying life without being constrained by financial limitations.



Cash Flow Planning:

Financial planning is a systematic and strategic approach to managing one's financial resources. It involves setting specific financial goals, assessing current financial status, and creating a comprehensive plan to achieve those objectives. This process typically includes budgeting, saving, investing, managing debt and considering factors such as insurance and retirement planning. 



Debt Management:

It involves creating a structured plan to repay borrowed money in a timely and manageable way. This often includes organizing debts, negotiating with creditors for favorable terms, and establishing a budget to allocate funds towards debt repayment. The goal of debt management is to reduce financial stress, minimize interest payments and eventually become debt-free, allowing individuals to regain financial stability and work toward their long-term financial goals. 



Student Loan Management:

Student loan management involves effectively handling and repaying educational loans acquired to fund higher education. This process includes understanding the terms and conditions of the loans, developing a repayment plan, and staying informed about available repayment options and potential assistance programs. Student loan management may also involve strategies such as: loan consolidation, income-driven repayment plans,  and seeking loan forgiveness options when applicable.



Tax Efficiency Planning:

Tax efficiency planning is a strategic approach to optimize financial decisions to minimize tax liabilities. This involves making informed choices about investments, income sources, and financial transactions to legally and ethically reduce the amount of taxes owed. Tax-efficient planning often includes utilizing tax-advantaged accounts, taking advantage of tax credits and deductions, and structuring financial activities in a way 



Managing Investments:

Managing investments involves the strategic oversight and optimization of a portfolio of assets with the goal of achieving financial objectives. This process includes asset allocation, diversification and periodic review and adjustment of investment holdings. Investors must consider risk tolerance, financial goals and market conditions when making decisions about buying, selling or holding different types of assets such as stocks, bonds, real estate and more.



Charitable Giving:

This involves allocating a portion of resources to support charitable causes in a planned and intentional matter. Charitable giving and financial planning may include setting aside a specific budget for donations, establishing a charitable foundation or trust, and leveraging tax efficient strategies to maximize the impact of contributions.



Estate Planning:

Estate planning is the process of arranging and managing once assets during their lifetime and ensuring their efficient distribution after death. This comprehensive strategy involves creating legal documents, such as wills and trusts, to articulate how assets should be handled, appointing guardians for dependence, and designating beneficiaries for inheritances. Estate planning also considers minimizing tax implications and addressing potential challenges, like probate, to ensure a smooth and intended transfer of wealth.


Achieving Financial Freedom


Cash Flow Planning


Debt Management


Student Loan Management


Tax-Efficiency Planning


Managing Investments


Charitable Giving


Estate Planning

Achieving Financial Freedom
Cash Flow Planning
Debt Managemet
Student Loan Management
Tax Efficiency Planning
Managing Investments
Charitable Giving

How Can We Help?

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Distance is not an issue. We're blessed to work with clients all over the country.

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Estate Planning
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