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Golden Goose Wealth Planning

Updated today

Client AUM

$4,891,333

Clients

17

Advisors

1

of 1 employees

About

Golden Goose Wealth Planning is an independent advisory firm that serves individual and high‑net‑worth clients with discretionary portfolio management as well as project‑based and ongoing comprehensive financial planning. The firm uses asset‑based advisory arrangements and delivers continuous, written financial plans and implementation support tailored to each client’s circumstances.

The firm’s investment approach is grounded in Modern Portfolio Theory and primarily favors passive, diversified allocations built with index mutual funds and ETFs, with client‑specific investment policy statements and the ability for clients to impose reasonable restrictions. For implementation it uses third‑party and technology‑driven sub‑advisors — including Betterment and XY Investment Solutions — and retains responsibility for selecting and monitoring those managers.

Compared with many peers, the firm operates on a notably small scale, managing roughly $4.9 million across a very small client roster, which the brochure presents as allowing more frequent, individualized planning and the option to bundle ongoing planning with portfolio management for lower‑balance accounts. The firm also discloses that its principal operates a separate consulting business providing strategic services to a single nonprofit client; that outside activity is described as limited in scope and disclosed to clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

Project-Based Financial Planning fixed fees between $500 and $3,000, negotiated before work starts

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%

Subscriptions

Ongoing Comprehensive Financial Planning fee of $325 per month (payable monthly in arrears) included at no additional fee for Investment Management Services over $400,000

Other

Account minimum: $100,000 (waivable at discretion of adviser) Minimum fee: Minimum annual fee of $4,000 (may be waived at adviser's discretion) Fee-only: Project-Based Financial Planning fixed fees range between $500 and $3,000, negotiable; Ongoing Comprehensive Financial Planning fee is $325/month; waive included under Investment Management for accounts over $400,000

Main office

Ada MI

Advisors at this office

1

Most active in

Michigan · Texas

Also doing business as

Golden Goose Wealth Planning · Golden Goose Wealth Planning, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Stephanie T

CFP®

Ada, MI

Golden Goose Wealth Planning

I’m Stephanie Trexler, CFP®, and founder of Golden Goose Wealth Planning, a fee-only financial planning firm based in Grand Rapids, Michigan. I built Golden Goose to be the kind of financial planning firm I wanted women to have access to: a place where you can ask every question, talk openly about what’s happening in your life, and leave feeling more confident about what comes next. I specialize in helping women navigate financial transitions, particularly divorce, the loss of a spouse, receiving an inheritance, taking a more active role in household finances, and building or owning a business. These moments often come with a lot more than financial decisions. There can be grief, uncertainty, excitement, fear, and about a hundred questions you never expected to be asking. My job is to help turn all of that into a clear, actionable plan. My background also includes a master’s degree in Advanced Financial Planning with an emphasis in Financial Therapy, which shapes the way I work with clients. Money decisions aren’t made in a spreadsheet. Our experiences, relationships, goals, and emotions all influence how we think about money, so I believe great financial planning needs to account for both the numbers and the person behind them. Outside of Golden Goose, I’m a wife, mom, and founder of Once Upon a Room Grand Rapids, a nonprofit that creates personalized room makeovers for children facing extended hospital stays. I love being involved in my West Michigan community, spending time with my family, and probably taking on one too many projects at a time. At the end of the day, I want my clients to feel like they have someone in their corner who knows their financial life, understands what matters to them, and can help them make smart decisions through whatever comes next.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Founder/Business Owner Women Professionals Divorced Women Women Business Owners Gen X (Born 1965-1980)
View complete list of advisors at this firm
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