COMPLETE ARCHITECTURE
A clear plan for household wealth and real estate.
HOUSEHOLD + REAL ESTATE
Enjoy what has been built. Make room for what comes next.
Start bringing the full picture into focus from the first call. Give the family home and each included property a clear place in the plan. Preston helps bring the pieces together and stays through completion. Less to sort out. More room to enjoy life, act on new plans, and build something to pass on.
That is financial sovereignty across household and real estate.
What Is Included
Everything in Core.
Work Directly With Preston
Preston designs your plan and guides the work himself. Each call and next step is tailored to your household’s needs.
Weekly Video Calls
Meet one-on-one with Preston each week by video to review progress, make decisions, and work through the next steps.
Between-Call Access
Reach Preston between video calls when a question or choice holds up work.
Completion Guarantee
If you remain responsive, Preston will stay with the original work when delays are outside your reasonable control.
Two Follow-Up Calls
Two one-hour, one-on-one video calls are included for questions or changes during the 365 days after completion.
Client Resources
Receive guides and working materials to support your project.
Personal Review and Next Steps
Get clear next steps based on the family, property, goals, and current needs.
Trust Plan and Timeline
Know what needs to happen, why it matters, and which steps come first.
Trust Setup and Completion
Get help from the first plan through a finished trust setup ready for use.
Tax ID Setup
Determine what tax identification is needed and complete the proper setup steps.
People in Charge
Choose and appoint the people responsible for making decisions and carrying out the plan.
Will and Document Review
Review current wills and related documents for conflicts, gaps, and unanswered questions.
Child and Guardian Planning
Coordinate your wishes for children and identify the people designated to be responsible for their care.
Who Receives Property
Clearly identify who should receive property and how those choices fit into the larger plan.
Who Can Act
Plan who can step in and make decisions when you are unavailable or unable to act.
Future Handoff Planning
Prepare the next person to take over without leaving them with confusion or missing information.
Cash and Investment Accounts
Create a clear plan for how each cash and investment account fits into the larger picture.
Personal Property
Organize how all personal belongings should be handled.
Titled Vehicles and Equipment
Coordinate cars, trucks, motorcycles, RVs, boats, and titled equipment. Excludes aircraft and seafaring yachts.
Ownership and Activity Records
Maintain clear records showing what is owned and what important actions have been taken.
Bookkeeping and Procedures
Establish simple routines for recording activity and keeping everything organized.
Bank and Account Setup
Prepare for bank requirements and put new or updated accounts in place.
Putting the Plan to Work
Turn decisions into completed actions instead of leaving the plan sitting on paper.
Final Handoff
Finish with a clear summary of what was completed, what to keep, and what happens next.
Also Included
More help for real estate.
Real Estate Planning
Bring each property into the same coordinated plan as the rest of the household financial picture.
Real Estate Action Plan
Put the required property steps in the right order before changes are made.
Ownership and Document Review
Review current ownership, deeds, and related documents for questions or possible concerns.
Lender and Bank Support
Prepare for lender and bank conversations with clearer questions, records, and next steps.
Mortgages and Liens
Identify existing loans and claims that may affect what can happen with a property.
Deeds, Title Transfers, and Recording
Coordinate the steps required to update ownership and record completed changes.
Other Ownership Options
Consider another property ownership path when it better fits the client’s situation.
Property Records and Procedures
Create clear records and practical routines for managing each property going forward.
Real estate work covers the properties and tasks agreed to at the start. Outside fees are separate. Business work, business ownership interests, and business assets are not included. Contact Preston for a custom quote to add business work to either plan.
Included Bonus
Income Tax Cash-Flow Mapping Session.
Take a closer look at taxes - and where potential savings may exist. Preston shares the approach he used in his own life, where he saw substantial tax savings. Explore the tax laws and terms behind Form 1040-NR, W-2 pay, 1099 income, investments, and other sources, including “trade or business in the United States” under 26 USC. See the differences, sort the questions, and get a clearer view of possible next steps. Educational only. Individual results vary. No individual tax or legal advice, tax preparation, or filing recommendation.
Who this is for
- Ready to set up and use a private trust.
- Seeking weekly one-on-one calls and direct access to Preston.
- Seeking a clear household plan for household and real estate.
Who this is not for
- Expecting to hand over all the work without taking part.
- Seeking a promised result from a bank, agency, or other outside party.
- Unable to make time for weekly calls for about 12–26 weeks.
Client Vault
Plans and materials, all in one place.
Use the Client Room to message Preston and book video calls. Find your resources, plans, recordings, messages, and working documents in the Client Vault.
Access to Client Vault and its contents continues after active support ends. Client Vault holds working and reference copies; keep your original documents and separate backups.
100% COMPLETION GUARANTEE
Brought to working order, not left half-built.
Complete provides one-on-one help to finish the work agreed to at the start. Weekly video calls keep choices clear and the work moving. The usual time is 12–26 weeks.
The standard service period ends when the agreed work is done or 365 days after enrollment, whichever comes first.
Outside delays: Clients must stay in touch and finish the agreed steps. If delays outside the client’s reasonable control hold up the work, Preston keeps helping with the original plan beyond 365 days at no added consulting fee. New projects and added work are not included.
After completion: Each plan includes two free one-hour, one-on-one video calls during the next 365 days. These calls can cover new questions, life changes, outside requirements, or a review of the plan.
ONE ENGAGEMENT. ONE FEE.
Give wealth a clear plan.
One fee covers the Complete project and Preston’s help with the work agreed to at the start. From the first step through completion. No hourly billing. No added consulting fees for that work.
BEGIN COMPLETE ARCHITECTURE