CORE ARCHITECTURE
Your household wealth. Private, coordinated, and under your direction.
Built around a private irrevocable trust, Core coordinates the household side of your financial life into one usable operating system. The goal is stronger cash flow, greater privacy and security, practical control, and lasting continuity.
$20,000 | Approximately 12-24 WEEKS | 100% Completion guarantee
HOUSEHOLD
A financial life that works as one.
Your cash, accounts, titled assets, ownership records, and succession priorities no longer sit as disconnected pieces. They operate within one private architecture built around your household and your intentions.
The result is greater usable cash, stronger privacy, clear authority, practical control, and continuity for the people you choose. You know what you own, how everything works together, and how it continues when someone else must carry it forward.
That is elite financial sovereignty at the household level.
What Is Included
The Core workstreams.
Work Directly With Preston
Receive private, one-to-one guidance from Preston throughout the engagement.
Weekly Private Calls
Meet each week to review progress, make decisions, and move the next priority forward.
Between-Call Access
Reach Preston between scheduled calls when a question or decision is holding up progress.
Completion Guarantee
Do your part, and Preston stays with the original work when delays are outside your control.
Two Follow-Up Calls
Receive two private one-hour calls for questions or changes that arise during the year after completion.
Private Client Resources
Receive only the guides and working resources that support your specific engagement.
Personal Review and Advice
Get clear recommendations based on your property, goals, family, and current situation.
Trust Plan and Timeline
See what needs to happen, why it matters, and the order in which it should be handled.
Trust Setup and Completion
Move from an initial plan to a completed setup that is ready for practical 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 your current will and related documents for conflicts, gaps, and unanswered questions.
Child and Guardian Planning
Coordinate your wishes for minor children and the people you want 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 for You
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 valuable and important personal belongings should be handled.
All Titled Vehicles
Include every titled vehicle you disclose, with no preset numerical limit.
Ownership and Activity Records
Maintain clear records showing what is owned and the important actions 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.
Any fees or costs charged outside this engagement are separate and remain the client’s responsibility. Core does not include current real estate, operating businesses, or individual legal, tax, accounting, financial, or investment advice.
Included Bonus
Income Tax Cash-Flow Mapping Session.
See your cash flow through a lens most people never explore. Preston walks you through the laws and definitions behind W-2 pay, 1099 income, investments, and other sources, including “trade or business in the United States.” He then maps how each stream connects to your broader operating plan. See the distinctions, organize the questions, and decide how you want to proceed. Educational only. No individual tax or legal advice, tax preparation, or filing recommendation.
Who this is for
- You understand why private trusts matter and want implementation, not more theory
- You are self-directed and will personally execute the steps only you can execute
- You want a weekly working rhythm with direct access between sessions
- You want to finish with a structure you can operate and maintain yourself
Who this is not for
- You are looking for legal, tax, accounting, financial, or investment advice
- You want the work done entirely for you with no participation
- You are seeking guaranteed outcomes or a specific result from a third party
- You are not ready to keep a weekly rhythm for approximately 12-24 weeks
Client Vault
Your operating library remains with you.
The Client Vault is your private home base throughout the engagement. Use it to communicate directly with Preston, book calls, access resources, and keep the plans, recordings, conversations, and working documents created during the process in one organized place. When active support ends, you retain lifetime access to your Vault and everything housed inside it. The Client Vault houses working and reference copies. You remain responsible for keeping original documents and personal backup copies.
100% COMPLETION GUARANTEE
Brought to working order, not left half-built.
Core is a guided engagement built to carry the original agreed work to completion. We meet privately each week, make the next decisions, and keep the work moving. Typical completion is 12 to 24 weeks, with your engagement protected for up to 52 weeks.
Outside delays: If you remain responsive and complete your responsibilities, delays outside your reasonable control will not end your support. Preston will continue supporting the original work beyond 52 weeks at no additional consulting fee. New projects and expanded scope are not included.
After completion: You receive two complimentary one-hour calls to use within the following 52 weeks for new questions, outside requirements, changes, or a review of the completed architecture.
one engagement. one fee.
You built the wealth. Now complete the operating system.
One fee covers the entire Core engagement and all of Preston’s support within the original agreed scope, from the first decision through completion. No hourly billing. No added consulting fees.
BEGIN CORE ARCHITECTURE