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Compare All Plans Core Architecture Complete Architecture Financial Sovereignty Working Session
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COMPARE PLANS

Household. Household and real estate. Or one focused hour.

Build the household foundation through Core Architecture, extend that architecture across real estate through Complete, or begin with one focused Working Session. Choose the level of support that matches what is ready to put in motion.

HOUSEHOLD

Core Architecture

$20,000 | APPROXIMATELY 12-24 WEEKS

Bring cash, accounts, titled assets, ownership records, and succession priorities into one private irrevocable express trust architecture built around the household and its intentions. Build stronger cash flow, greater privacy, clear authority, practical control, and lasting care for what is built.

Weekly one-on-one work with Preston, direct access between calls, and support through completion.

EXPLORE CORE ARCHITECTURE

HOUSEHOLD + REAL ESTATE

Complete Architecture

$40,000 | APPROXIMATELY 12-38 WEEKS

Bring household wealth and real estate into one coordinated private irrevocable trust architecture. A property-by-property path covers ownership, lending, deeds, title, recording, ongoing administration, and succession, so every property works as part of the whole.

Everything in Core, plus complete real-estate coordination from the first decision through completion.

EXPLORE COMPLETE ARCHITECTURE

CLEAR + FOCUSED

Financial Sovereignty Working Session

$1,000 | 60 MINUTES

Bring the questions, decisions, or opportunities that matter most. Work one-on-one with Preston to examine the available paths, expose blind spots, and put the strongest next actions in order.

One focused session built around your questions and priorities.

EXPLORE WORKING SESSION

OFFER STACK

What each engagement includes.*

  CORE ARCHITECTURE COMPLETE ARCHITECTURE

WORKING SESSION
Duration 12–24 weeks 12–38 weeks 60 minutes
Direct work and personal recommendations Included Included Included
Weekly private sessions Included Included Not included
Direct access between sessions Included Included Not included
Trust creation and settlement Included Included Not included
Family, incapacity, and succession planning Included Included Not included
Cash, investments, and personal property Included Included Not included
EIN and banking preparation Included Included Not included
Vehicle integration Included Included Not included
Real-estate integration Not included Included Not included
Putting the plan to work Included Included Not included
Bookkeeping and operating procedures Included Included Not included
Income tax cash-flow mapping bonus Included Included Not included
Client Vault Included Included Not included
Completion commitment Included Included Not applicable
Two follow-up calls after completion Included Included Not included
Total investment $20,000 $40,000 $1,000

*Core and Complete include up to 52 weeks of support; completion terms are outlined on each offer page. The Working Session is one hour of focused advisory: any subject shown may be discussed, while implementation, ongoing access, and follow-up work are not included. Listed prices reflect payment in full; payment plans are available at a higher total investment, shown before checkout.

OFFER STACK

What each engagement includes.

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A clear way forward begins here.

Reserve the engagement that fits the work at hand.

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