Golden Goose Wealth Planning logo

Golden Goose Wealth Planning

Updated today

Client assets under management

$4,891,333

Clients

17

0% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

17

Low

Average account size

$287,725

About

Golden Goose Wealth Planning provides investment management and financial planning to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals. The firm offers ongoing comprehensive planning (monthly subscription) and project‑based planning engagements covering retirement, tax, estate, insurance and cash‑flow topics, alongside discretionary portfolio management.

The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive vehicles such as index mutual funds and ETFs to implement asset‑allocation strategies; client plans are built from individualized investment policy statements. Golden Goose also uses third‑party sub‑advisors and model providers for portfolio implementation — including Betterment for Advisors and XY Investment Solutions — while retaining responsibility for selecting and monitoring those managers and accommodating reasonable client‑imposed restrictions.

Distinctive features include the firm’s small scale (managing roughly $4.9 million for a small number of clients) and a single‑advisor structure that couples hands‑on planning with technology‑driven execution. The firm discloses specific operational details uncommon among peers — for example, use of the Betterment platform (which charges a 0.15% third‑party management fee and, on that platform, votes proxies) — and offers planning and management fee arrangements that can include free planning for certain account size thresholds and a waivable account minimum.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy

Fee options

Fixed

Project-Based Financial Planning fees ranging from $500 to $3,000, negotiated and agreed before engagement

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

Other

Account minimum: $100,000 Minimum fee: $4,000 annual minimum fee, waivable at adviser's discretion Fee-only: Ongoing Comprehensive Financial Planning fee of $325/month

Main office location

Golden Goose Wealth Planning

Ada MI, United States

Number of offices

1

Most active in

Michigan · Texas

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

Stephanie, a Certified Financial Planner (CFP®) professional, is dedicated to simplifying the complexities of finances. Her passion lies in guiding clients to achieve their financial goals, drawing on her personal experiences as a mom who understands the everyday challenges of balancing money and family. Stephanie enjoys helping women take charge of their finances. She believes financial education is important and wants her clients to feel like they understand what they are investing in and become empowered with their finances. She specializes in helping women navigate difficult situations such as divorce, losing a spouse, or starting a business. Stephanie holds a BSBA undergraduate degree with a major in personal financial planning. Furthering her education, she earned a master's degree in advanced financial planning with a focus on financial therapy at Kansas State University. As the former president of The Financial Planning Association of Michigan (FPA), Stephanie actively contributed to various committees, including education, NexGen, mentorship, and symposium. Currently serving as the co-chair of the career development committee, she believes in the importance of advancing the financial planning profession. Stephanie is deeply committed to mentoring financial planning students across the state, advocating for women's participation in the profession, and fostering industry connections. In her leisure, Stephanie enjoys spending time with friends and family by the lake, at concerts, or while traveling. With a love for people and relationships, she enjoys entertaining, hosting gatherings, and bringing festive decorations to every holiday celebration. She is heavily involved in her community and is a CASA volunteer. She also started a non-profit, Once Upon a Room Grand Rapids, which decorates hospital rooms for children experiencing a long-term stay

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Founder/Business Owner Female Executives Divorced Women Women Professionals Gen X (Born 1965-1980)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")