90 minutes with Andrew Escher, CFA. Written report delivered before the call. $500 is fully credited toward an engagement if you sign — or refunded within 30 days if we decide it's not a fit.
The $5K guarantee
Find at least $5,000 of structural savings — or your $500 is refunded.
By the end of the 90-minute Foundation Review, we'll surface at least $5,000 in annual or one-time structural savings available to your specific situation — from the 60+ moves in the owner playbook, scaled to your bracket. If we don't, your $500 is refunded in full, no questions, and you keep the written report and the workbook access. Standard IRC-grounded caveats: we model from your numbers, not market timing or speculative outcomes.
What your Foundation Review covers
Different prospects come from different starting points. Below is the playbook scope for each — Foundation Review covers the items that apply to your situation. The booking flow is the same; the report content is tailored.
Executive
HNW exec / post-exit
Roth Conversion Ladder math
Concentration unwind via DAF
IRMAA cliff management
Estate-exemption sunset planning
RSU/NQSO exercise strategy
Owner
Multi-partner firm $5M-$50M
Entity structure (S-Corp, QBI)
Augusta + retirement-plan stacking
Buy-sell gap + funding analysis
Owner-comp + reasonable-comp study
Exit-readiness audit
Pre-retiree
$1M-$5M Traditional balances
Roth Conversion Ladder modeling
RMD projection through 95
IRMAA cliff + tier mapping
Social Security claiming strategy
QCD + drawdown sequencing
What you get
Written report — your specific situation walked across the 60+ item opportunities checklist, with dollar values at your bracket and source links to the IRS / SEC / Cornell LII rules behind every move.
90-minute working session — we walk the report together, pressure-test the assumptions, and you leave with the top 5 moves prioritized 30 / 60 / 90 days.
Workbook access — your live planning system in a box. Implementation tracker, status pills, due-date reminders, notes per move, BackNine quote routing, recent-activity feed. Same workbook clients use inside the engagement. Yours after the Foundation Review.
Hand-off-ready punch list — formatted to give your CPA, your attorney, your spouse. Export from the workbook to PDF or email it straight from the Action Plan tab.
Engagement decision, not pitch — at the end you decide whether to engage for $5,000 (Personal) or $15,000 (Business with quarter of execution + business reporting toolkit). $500 credited if you sign.
Before you book, finish the deep prep.
We need your tax-strategy walk and (if you're an owner) business walk to draft the report. Most prospects finish those in about 25 minutes. Open the tax-strategy walk →
Unlock booking
Two ways to unlock the calendar — payment, or a comp code from Andrew (warm intros, cold-call leads, referrals).
Pay $500 (Stripe)
Card or bank. Refunded if we're not a fit. Credit applies to any engagement you sign.
Stripe checkout activates once Andrew's account goes live. Use a comp code below in the meantime, or book the free Discovery Call first.
Use a comp code
Andrew gave you a code on a cold call, an intro email, or after a Discovery Call.
Terms in plain English.
The $500 buys 90 minutes of Andrew's time plus a written report. If we decide we're not a fit, you get a full refund within 30 days. If we agree to engage, the $500 is credited against the $5,000 / $15,000 engagement fee. We never sell or share your data; we delete prospect records on request via andrew@gooddeals.work. Investments placed via Altruist. Insurance placed via BackNine with commissions disclosed line by line in any proposal. Educational only until an engagement is signed; not personalized financial advice.