Foundation Review · CFA Charterholder · Independent IAR · Austin

Book a working session.

60 minutes with Andrew Escher, CFA. We review your last 12 months of financials beforehand and walk through cash flow, multi-year tax strategy, and recommended next steps.

  • 60 min via Zoom — calendar block, no preamble required.
  • One financial decision in focus — you tell us what's on your mind, we map it.
  • Written next-step plan — you leave with the worksheet, fit or no fit.
  • No sales pitch — if we're not the right firm we'll tell you who is.

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After the call

  1. Same day: you receive the worksheet and a written summary of what we discussed.
  2. Within 5 business days: if it's a fit, you receive a written proposal — scope, deliverables, fee.
  3. Pricing is scoped after the call. V-CFO retainers run $3,500–$7,500/mo. Wealth Management is fee-based on AUM. Both carry a 90-day money-back.
  4. If not a fit: you keep the worksheet and we'll point you to a firm that matches better.

Registered fiduciary

Good Deals Advisors is a Registered Investment Adviser with the Texas State Securities Board.

CFA Charterholder

Andrew Escher, CFA — investment analysis and portfolio management at the highest professional bar.

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Financial leadership across dozens of companies and many industries.

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