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FEE ONLY

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FIDUCIARY

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WOMAN-OWNED

Your Next Chapter Starts with Financial Confidence

Losing a spouse is one of life’s most profound transitions, and managing finances in the midst of grief can feel overwhelming. At Golden Goose Wealth Planning, we specialize in guiding widowed women through this difficult journey with clarity, confidence, and care.

Navigating Financial Challenges After Loss

The loss of a spouse brings not only emotional heartbreak but also significant financial decisions. Many widowed women find themselves facing unfamiliar responsibilities—handling finances alone, managing investments, understanding estate matters, and planning for the future. It can feel overwhelming, but you don’t have to do this alone. Our compassionate approach ensures that you receive the guidance and support needed to regain financial stability and peace of mind.

As a CERTIFIED FINANCIAL PLANNER® (CFP®), Stephanie Trexler understands the emotional and financial complexities that come with loss. Whether you need immediate assistance sorting through financial accounts or long-term strategies to ensure security, we provide personalized, judgment-free financial planning tailored to your unique needs.

Our Process: 

Losing a spouse brings emotional and financial challenges that require care and clarity. We start by gaining a deep understanding of your financial situation, helping you organize assets, and addressing immediate needs. Together, we discuss your new financial goals, whether it's maintaining financial stability, securing your future, or making informed decisions. Through compassionate guidance, we create a customized Wealth Plan designed to give you confidence and peace of mind in this new chapter of life.

As Featured In

How We Help Widowed Women

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Immediate Financial Clarity

  • Understanding your current financial situation and organizing assets

  • Reviewing life insurance benefits, Social Security, and pensions

  • Creating a plan for cash flow, expenses, and financial obligations

Long-Term Financial Planning

  • Estate and legacy planning to protect your future

  • Investment guidance to grow and manage wealth

  • Retirement planning adjusted for your new financial reality

Emotional & Financial Support

  • A safe space to ask questions and receive expert guidance

  • Compassionate planning that considers both emotional and financial well-being

  • Ongoing support as you move forward at your own pace

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Lake at Dusk

Serving Women in Grand Rapids &
All Across the Country

Whether you are local to Grand Rapids, Michigan, or need virtual assistance from anywhere in the country, we are here to provide the guidance and financial clarity you deserve.

You don’t have to face this alone. Let’s take the first step together.

How Can We Help?

You're not alone we are here to guide you.

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Golden Goose Wealth Planning

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Address: 2100 E Beltline Ave NE

Suite #102

Grand Rapids, MI 49525

Phone (616) 256-0216

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

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