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Choose a plan or Working Session below. Compare the plans first for a closer look at what each includes.
HOUSEHOLD
Core Architecture
$7,500 | APPROXIMATELY 12-20 WEEKS
Limited client slots available. Availability may change before checkout.
Build a clear household wealth plan with Preston in weekly one-on-one video calls. Bring a private trust, cash, accounts, assets, records, and future plans into one working system.
HOUSEHOLD + REAL ESTATE
Complete Architecture
$9,500 | APPROXIMATELY 12-26 WEEKS
Limited client slots available. Availability may change before checkout.
Build a clear plan for household wealth and included real estate with Preston in weekly one-on-one video calls. Bring the trust, accounts, assets, records, and properties together.
CLEAR + FOCUSED
Working Session
$500 | 60 MINUTES
Book up to four weeks ahead.
Spend 60 minutes with Preston in a one-on-one video call. Work through key questions, compare choices, and leave with clear next steps.
Not sure? Compare Plans.
No openings? Get an email when a Core or Complete Architecture spot opens.