GoodDeals.Work
Good stewardship through planning and management
Good deals aim to educate and inspire informed financial and economic decisions, provide the tools to make these to individuals and groups and solve agency problems that arise.
We work with good leaders to build wealth for them and their teams. Investing is ultimately an act of faith in the future and opportunity cost the greatest cost.
Main street smarts, wall street lessons
The modern world is led by teams and people that make lots of deals - with team members, suppliers, investors, founders, banks, members, donors and the government.. We are surrounded potential deals - often structured deals.
Are you making the right deals? Is your dependence on banks, technology providers, marketing channels or specific partners or suppliers creating uncertainty or tying you down?
Finance and economics are the study of value exchanges across time, teams and people. They are sciences rooted in the experimental method of hypothesis testing - making a hypothesis and collecting information to prove or disprove it.
We have studied them so we can win with you and apply them to your organizations knowledge and skillset.
Good Deals helps leaders...
Plan for the future: Financial and Management Models to understand the decisions you are Making and their benefits and consequences
Expert Guidance: Professional advice to build, preserve, and grow your wealth with confidence.
Diversified Strategies: Minimize risks and maximize returns through smart investment solutions focused on your benefit
values Alignment: Investments backed by analysis and current market trends and an understanding of the world you want to build
Transparent Approach: Client-focused service for sustainable and long-term financial success.
Portfolio Reviews: Regular updates to ensure your financial goals stay on track.
Frequently Asked Questions
What types of services do you offer?
We offer a variety of services with a special focus on financial and management planning for business owners and people who want to take responsibility for their future as a leader. Our team and network is skilled in financial planning and analysis, wealth planning and management, wills, trusts and partnership modeling and negotiation, tax optimization and more.
Ultimately we focus on strategic planning and monitoring and creating or choosing deals and partnerships from there on out.
What makes Good Deals unique relative to other finance or consulting offerings?
Good Deals starts with a focus on high agency people and modeling of both human and financial capital. This is rare and allows us to focus on Value flows and avoid some of the monetary abstractions.
Money flows - which finance focuses on - are relatively easy to track - but Value flows - which economics is ultimately concerned with - can be very hard to measure. Because of this we see an overfinancialization of things. The blunt tool and science of finance cannot solve human misery but it can help guide resource allocation. In any ecological or economic system a poor understanding of the value of things will certainly lead to ruin - unless someone else is trusted as a fiduciary agent who does and has the right to set of experience across an area as broad as the economy itself.
Can I adjust my investment plan later?
Yes, your portfolio is regularly reviewed, and adjustments can be made to align with changing goals or market conditions and our service includes a regular cadence of check-ins to update plans and models. Our team has participated in more than 500 monthly close cycles of active investments and has decades of wealth management experience - but most importantly a humble learners mindset.
What are your values and what are you investing in?
Good question! We care deeply about values based investing while recognizing the diversity of perspectives and values available to humans.
We believe investing in open knowledge and personal empowerment - we invest our time and resources in building teams, tools and knowledge bases that we share and compare with others and avoiding investment in companies that attempt to benefit from hiding, gatekeeping or generally bad deals for people involved at the micro and macro level.
We invest in open-source projects, provide and maintain open-knowledge bases and focus on lowering the complexity and reliance on technology and gatekeepers,
Testimonials
Andrew and his team are excellent at building models and understanding the complexities of businesses. He helped us understand how our investments in time and money could lead to more profit. We were able to grow both profit and revenue and avoid debt, negotiate a partnership transition and more due to his assistance.
Sam C.
We have an interior design group and the team helped us set up compensation plans, strategies for profit maximization, tax advantages and more. They coordinated across our bookkeeper, accountant, technology and existing resources to make the transition from a team of 2 to a team of 15 possible and our monthly check-ins help us feel confident in our books in a way we weren't able to previously.
Lauren R.
Get In Touch
Hours
Mon – Fri 9:00am – 5:00pm
Contact Us
Call or Text 816-607-1217
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