Good Deals
Discovery Call

Talk it through.

Better numbers. Better deals.

15 to 30 minutes with Andrew Escher, CFA. Free. No pitch. We walk through what we found in your preview and figure out whether the Foundation Review is the right next step for your situation.

Which framing fits your situation?

The Discovery Call is one conversation, but the starting point depends on where you sit. Pick the framing that matches you below — the call adapts to your context.

Framing 1

Financial Foundation Review

You want clarity on your overall financial position — net worth, cashflow, retirement track, tax exposure, protection coverage. The most common entry framing.

Fits: pre-retirees, dual-income households, anyone wanting a written second opinion.
Framing 2

Exit Clarity Session

You're an owner thinking about a sale, succession, or partial liquidity event in the next 2-10 years and want to understand what gets you ready and what the personal-wealth outcome looks like.

Fits: business owners, $5M-$50M revenue firms, multi-partner practices facing transitions.
Framing 3

Team Resilience Review

Your firm's continuity depends on partners, key employees, and shared agreements. Buy-sell, key-person coverage, partner-comp clarity — what works and what doesn't if someone leaves or can't perform.

Fits: multi-partner firms, owner-led firms with key non-owner employees.
Framing 4

Financial Sovereignty Session

You've built substantial wealth and want it managed by someone fully independent — no commission products, no proprietary funds, no fiduciary-in-name-only. The most common framing for HNW executives.

Fits: HNW executives, post-exit households, anyone with $3M+ in investable assets.

What we cover

  1. Your situation — what we got right, what we missed, where the real complexity is.
  2. The three preview moves — quick gut-check on whether they apply and how to think about them.
  3. What a Foundation Review would actually look like — how we'd run the full 60+ item walk, what the written report includes, what the 90-minute working session covers.
  4. Decision — fit or no fit. If fit, you book the Foundation Review at $500 (credited toward an engagement if we work together). If no fit, we point you to someone who is.

Trouble loading the scheduler? Book on cal.com directly →

Already sure you want depth? Skip the call and start the deep prep — fill out the tax-strategy walk and business walk, pay $500, and Andrew will draft your written report before your Foundation Review meeting. Start the deep prep instead →
← Back to preview Better numbers. Better deals.

Educational only. Not personalized financial advice. Good Deals Advisors, LLC — Austin, TX. Investments placed via Altruist. Insurance placed via BackNine; commissions disclosed line by line in any proposal.