HOUSEHOLD

Welcome to Core Architecture.

Build a clear plan for household wealth and a private trust. Work one-on-one with Preston to bring cash, accounts, assets, and future plans together.

Engagement Includes

• Weekly one-on-one video calls with Preston
• Help setting up and using a household private trust
• A plan for cash, bank accounts, and investment accounts
• Help with vehicle titles, personal property, and records
• A plan for who takes over next
• Clear records and steps for trust use
• Direct support throughout the agreed work
• Client Room access for booking, materials, and messages
• Ongoing Client Vault access, where materials remain organized and easy to find
• Two free one-hour follow-up video calls during the 365 days after completion

After Enrollment

After checkout, an invitation arrives to create a client account. Use the Client Room to book calls, message Preston, and find materials and the Client Vault. Instructions explain how to book the first video call.

Purchase includes Client Membership in The Financial Liberty Education Association, beginning with confirmed purchase. No separate membership fee, recurring charge, automatic renewal, application, or signature is required.

Availability

If Core Architecture is currently sold out, join the Core Architecture notify list. An email will be sent when a new engagement opening becomes available. Unsubscribe at any time.

Investment and Payment Terms

Core Architecture is a one-on-one household project. It usually takes 12–20 weeks. Timing depends on the agreed work, client progress, and outside delays. This is not a group program, a subscription, or a course.

When a payment plan is selected, all scheduled payments remain due for the full engagement fee. The first payment is due at enrollment; remaining payments are automatically processed on the payment schedule selected at checkout.  

If a scheduled payment fails, work pauses immediately. The account has 10 calendar days from the failed-payment date to become current. If the account is not current within that period, the engagement ends and amounts previously paid are not refunded.  

One engagement. One fee. No retainer. No recurring consulting charge. Outside filing fees and any third-party costs remain separate where applicable.

Refund and Completion Protection

Cancel before your first working session begins for a full refund. Once your first working session begins, the engagement fee becomes nonrefundable and the 100% Completion Guarantee begins.

If you complete the responsibilities reasonably requested for the originally agreed Core Architecture scope, Preston will continue providing the agreed implementation support through reasonable outside delays until the agreed work is complete.

Cancellation before the first working session begins receives a full refund. Once the first working session begins, the engagement fee becomes nonrefundable and the 100% Completion Guarantee begins.

The engagement is intended for completion within 365 days of enrollment. If the agreed Core Architecture work is not completed within that period, the engagement is considered complete and scheduled implementation support ends, except where continued support is required under the Completion Guarantee.  

If the responsibilities reasonably requested for the originally agreed Core Architecture scope are completed, Preston will continue providing the agreed implementation support through reasonable outside delays until the agreed work is complete.  

The Completion Guarantee is a commitment to continued support within the originally agreed household scope. It is not a guarantee of legal, tax, title, banking, lending, investment, insurance, institutional, or other third-party outcomes.

Scope Boundary

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

This engagement provides education, organization, and implementation support. It is not legal, tax, accounting, investment, financial, insurance, lending, title, or other regulated professional advice.

Final decisions, document review, transfers, and ownership changes remain the responsibility of the client.