How it comes together.

Preston helps build a clear household wealth plan with a private irrevocable express trust at its center. The work brings cash, accounts, records, and future plans together. The goal is a plan that is clear, useful, and easy to keep up.

Core provides help to set up and use a household private trust. It brings cash, bank and investment accounts, personal property, vehicle titles, a tax ID, and records into one plan.

It also covers family needs, who can act if someone is unable, and who takes over next. Work directly with Preston in weekly one-on-one video calls. The usual time is about 12–20 weeks.

Complete includes everything in Core, plus a plan for each household property included in the project.

The work may cover deeds, mortgages, liens, insurance, lender needs, title, records, and future handoffs. Weekly one-on-one video calls are included. The usual time is about 12–26 weeks.

No. Start with Core or Complete Architecture, or book a Financial Sovereignty Working Session.

The Working Session is a 60-minute, one-on-one video call with Preston about wealth or a private trust. Focus on one question or several. Leave with clear choices and next steps.

After the paid call is complete, the $500 fee becomes a credit toward Core or Complete. The credit does not expire.

Meet with Preston in weekly one-on-one video calls. Review progress, make choices, and plan the next steps. Contact him between calls when a question or outside requirement holds up the work.

Preston helps review options, prepare materials, sort records, and put the plan to use. Clients share accurate facts, make final choices, and complete the steps that need their authority.

This is not a group program, a subscription, or a course.

Core and Complete focus on finishing the work agreed to at the start. The standard service period ends when that work is done or 365 days after enrollment, whichever comes first.

Clients must stay in touch and finish their agreed steps. If the only delay is outside the client’s reasonable control, Preston keeps helping with the original work beyond 365 days at no extra service fee.

New projects, added work, and results controlled by banks or other outside parties are not covered.

Core and Complete include two free one-hour, one-on-one video calls during the 365 days after completion. These can cover new questions, life changes, outside requirements, or a plan review.

Client Vault access remains available for working and reference copies. Clients must keep original documents and separate backups.

A free bonus included with Core and Complete Architecture, focused on taxes, how different income sources are treated, and where potential tax savings may exist. Preston shares the approach he used in his own life, where he saw substantial tax savings.

The session covers W-2 pay, 1099 income, investments, and key terms in federal tax law, including “trade or business in the United States.”

Educational only. Individual results vary. No individual tax or legal advice, tax preparation, or filing recommendation.

Yes! A mortgage does not rule a property out. Preston reviews deeds, mortgages, liens, property use, insurance, lender needs, title, and recording rules before helping plan the next steps.

Lenders, insurers, title firms, and recording offices set their own rules and make their own choices.

Core covers the household. Complete adds included real estate. Business work is not part of either base plan. Contact Preston for a custom quote to add business work.

The Working Session covers one video call. Document preparation, setup work, ongoing access, and follow-up work are not included.

Outside filing, title, recording, bank, and other fees are separate.

Preston provides educational and operational consulting. He does not act as an attorney, accountant, tax preparer, financial adviser, investment adviser, or legal representative.