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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.  

BEGIN CORE ARCHITECTURE

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.

BEGIN COMPLETE ARCHITECTURE

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.


BOOK WORKING SESSION

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