Good Deals is a full-service financial advisory firm that helps business owners and their teams build real wealth — personally, professionally, and together.
30-minute conversation. No pressure. We just want to understand your situation.
We combine personal financial planning with business strategy so your wealth grows in every direction at once.
From bookkeeping foundations to forecasting and cash flow — we give you the financial visibility to make decisions with confidence, not guesswork.
Business insurance, key-person coverage, and personal protection strategies that guard what you've built against the unexpected.
We manage your assets with a long-term lens — maximizing savings rates, minimizing taxes, and building toward financial independence on your terms.
Give your employees real financial tools — retirement plans, insurance packages, and education — and watch retention, morale, and productivity follow.
You've built something real. Now it's time to make your business work as hard for you as you work for it.
Industries we specialize in:
Every engagement begins with a conversation. Pick the session that fits where you are right now.
Let's look at your current financial picture — personal and business. We'll identify gaps, opportunities, and a clear next step.
Book Now →For owners who want to understand their path to financial independence — FIRE math, savings rates, and investment strategy.
Book Now →Explore benefit strategies that attract and retain great people. We'll design financial tools your team will actually value.
Book Now →Planning to sell, transition, or step back? This session maps the financial strategy for your business's next chapter.
Book Now →No lengthy onboarding. No confusing jargon. Just a clear path forward.
Pick a session that fits where you are. It's free, no commitment, and focused on your actual situation.
We map your personal and business finances together — gaps, opportunities, and a prioritized action plan.
We implement the plan with you — insurance, investments, team benefits, and ongoing guidance as your business evolves.
Not at all. We work with founders at the very beginning through owners running teams of 100+. The right financial strategy looks different at each stage — and we meet you where you are.
It means we look at both sides of your financial life — the business and the personal — and help them work together. That includes insurance, investments, retirement, tax strategy, team benefits, and succession planning. You shouldn't need five different advisors to feel financially whole.
A Foundation Review — 30 minutes, no cost, no pressure. We look at where you are, identify the highest-leverage moves, and you leave with a clear picture of what to do next. Book one here →
Yes. We're legally required to act in your best interest — not in the interest of any product or commission. That means the advice you get is genuinely aligned with your goals.
We'll reach out within one business day to find the right next step together.
We've received your information and will reach out within one business day to find the right next step for you.
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 includes a concrete action you can take this week.