Foundation Review · $500 · 90 min · CFA Charterholder · Austin
Book your Foundation Review.
A $500, 90-minute working session 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.
- $500 · 90 min via Zoom — calendar block, no preamble required.
- One financial decision in focus — you tell us what's on your mind, we map it.
- A written plan you keep — you leave with the plan, fit or no fit.
- No sales pitch — if we're not the right firm we'll tell you who is.
Not sure yet? A free Discovery Call (15–30 min, no cost) is a quick fit-check first — the two gates are independent, so you can book the Foundation Review directly.
After the call
- Same day: you receive the written plan and a summary of what we discussed.
- Within 5 business days: if it's a fit, you receive a written proposal — scope, deliverables, fee.
- Ongoing work is an Engagement: $5K for individuals, $15K for businesses — each includes a quarter of execution.
- If not a fit: you keep the written plan 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.
Operator background
Financial leadership across dozens of companies and many industries.
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