Good decisions, coordinated for you — so your financial life actually works.
Most people have pieces of their financial life scattered across multiple advisors who don't talk to each other. We bring it together — investments, taxes, insurance, retirement, estate — coordinated by one fiduciary who knows your full picture and helps you make informed decisions year after year.
Andrew Escher, CFA · Fiduciary — legally obligated to act in your interest · Austin, TX
Right-sized financial plans
for every situation.
Every client deserves a plan that fits their actual situation — not a template, not a process. We take the time to understand your goals, then build a clear roadmap using experienced advice and modern tools.
Investment Policy Statement
Your personalized financial plan — goals, risk analysis, asset allocation, insurance gaps, and a clear review schedule. Not a 40-page report you'll never read. A plan that actually fits your life.
See All 7 Tiers →Your Future Guide
"I am prepared for a market downturn because..." — affirmation statements built from your own words. A worst-case playbook. The document you read when things get scary. The thing no other advisor gives you.
See an Example →Financial Confidence Score
Not sure where you stand? Take the 2-minute quiz. 10 questions, instant score, and a clear picture of what to focus on. No email required.
Take the Quiz →Insurance & Protection
Life, disability, key person, buy-sell funding. Placed through top carriers via Ash Brokerage and BackNine — not a captive product shelf. The coverage you actually need, identified through the discovery process.
Explore Insurance →Built for people who are building something.
The financial industry was designed for W-2 employees and retirees. Not for you. Good Deals was built for people who create, build, and lead.
You earn in bursts, think in projects, and nobody speaks your financial language. We do.
Musicians, filmmakers, creators, athletes, entertainers. Short earning windows, irregular income, people who want a piece. You need protection and a plan — not a lecture.
See Family Plans →You built a real business. The financial system around it was built for someone else.
$500K–$10M+ revenue. Personal and business finances tangled. No CFO. Under-insured. A CPA who calls in March and zero coordination the other 11 months.
See Business Plans →People we work with:
He's not a financial advisor who got good at sales.
He's an operator who became a fiduciary.
Not credentials — credentials are table stakes. What separates Andrew is the combination of where he's been and what he built from it.
CFA Charterholder
The gold standard in investment analysis. Passed by fewer than 20% of candidates worldwide. He earned it while running real businesses with real stakes.
Fractional CFO to 30+ Companies
$300M+ in revenue overseen. 500+ monthly closes managed. He's been inside the financial reality of business owners — he doesn't theorize about it.
Engineered 15x the Initial Offer
He understands what makes a business sellable — from the inside. Not from a textbook. From the room where the decision got made.
Luxury Real Estate at Sotheby's
UHNW clients. He understands the psychology, complexity, and stakes at that asset level. Generic advisors don't have that fluency.
Two doors. One conversation. Total clarity.
Not sure which tier is right? That's what the discovery call is for. Pick your lane and let's talk.
Financial Physical
The 70-question discovery that gives you more clarity about your financial future than you've ever had. IPS, Future Guide, insurance gap analysis, and a clear action plan.
Book Now →Business Intensive
The 105-question deep dive. Personal and business finances in one session. P&L review, dollar-per-hour analysis, compensation optimization, and a 90-day action plan.
Book Now →No jargon. No pitch. Just clarity.
Andrew shows up as your Executive Producer, not a salesperson. Here's how it works.
Take the quiz or book a call
Start with the 2-minute Financial Confidence Score, or go straight to a discovery call. Either way, we figure out where you stand and which tier fits.
We learn your situation
We take time to understand your goals, concerns, and priorities — then build a plan that's right-sized for where you are now and where you want to go.
Get your IPS + Future Guide
Your Investment Policy Statement and your Future Guide — a confidence document built from your own words. The plan and the anchor. Then decide how far to go together.
Straight answers.
I already have a financial advisor. Why would I need this? +
Great. Then this is a second opinion on the structure — not an automatic replacement. If your current setup is strong, Andrew will tell you that. If there are gaps, he'll show you where they are. You decide what to do about them.
What makes Good Deals different from other advisory firms? +
Dual-registered: RIA for investments, TDI for life insurance, disability, annuities, and retirement plans. One person who manages your investments, places your protection, and quarterbacks your CPA and attorney so everything connects. No captive products. No quotas. Andrew has 10,000+ hours inside the financial reality of business owners as a Fractional CFO. He doesn't theorize about your situation — he's lived it from the inside.
What's the first step? +
A Financial Physical — 30 minutes, no cost, no pitch. We look at your complete financial picture and show you the highest-leverage moves available right now. Most owners find six figures in annual savings, protection gaps, or missed opportunities in the first session. Book one here →
What does "Financial Sovereignty" mean? +
It means you're in command of your financial life — not managing three advisors who each see one piece of it. Sovereignty is the idea that your investments, tax strategy, insurance, and exit plan should be coordinated by one fiduciary who sees the whole board. That's what Andrew built Good Deals to be.
Tell us a little about your situation.
We'll reach out within one business day to find the right next step together.
Thanks — we'll be in touch.
We've received your information and will reach out within one business day to find the right next step for you.
Book Immediately Instead →
From the blog
Actionable strategy for business owners and high-net-worth individuals. No fluff. No generic advice.
Tight Coupling: Why Your Life Feels Fragile (and How to Fix It)
When your income depends on one job, your identity on one role, and your happiness on one relationship—you're tightly coupled. Build slack.
sovereigntyThe Case for Becoming a Generalist
The world rewards specialization, but the best-lived lives are built on breadth. Celebrate competence across domains.
sovereigntyYour Life Is a System (Start Treating It Like One)
Every decision creates feedback loops. Learn to see the connections and become an architect of your own life.
65 concepts. One map. Your clarity.
We synthesized the best ideas from Early Retirement Extreme, The Personal MBA, and a decade of working with business owners — into a living knowledge graph. Every concept connects to the others, and every one includes a concrete action.
Access Your Client Portal
Your financial dashboard is ready. Track your goals, cash flow, investments, insurance, tax planning, and estate — all in one place.
Questions? Email andrew@gooddeals.work