CLEAR + FOCUSED

Welcome to Working Session.

Bring questions about wealth or a private trust. Spend 60 minutes one-on-one with Preston by video. Talk through the choices and leave with clear next steps.

Session Includes

• One 60-minute video call with Preston
• Time for one question or several
• Household topics such as trusts, cash, accounts, vehicles, property, or real estate
• A review of the client’s needs and choices
• Clear options and next steps

After Enrollment

After checkout, booking instructions arrive by email. Calls are generally available daily from 9:00 a.m. to 9:00 p.m. Central Time. Book up to four weeks ahead.

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.

Investment and Session Terms

This is one focused 60-minute private session. This is one 60-minute, one-on-one video call. It is not a group session, a subscription, or a course. No full-plan purchase is required afterward.

One focused session. One clear fee. No ongoing commitment.

Book and complete the call within 365 days of purchase. An unused session expires after that time and cannot be refunded or passed to someone else.

Refund and Scheduling Protection

Cancel for a full refund or move the call at least 24 hours before it starts. Cancellations within 24 hours and missed calls are nonrefundable. If Preston cancels, choose a new time or receive a full refund.

Service Credit

After Working Session is complete, the $500 fee becomes a credit toward Core or Complete Architecture. The credit does not expire. It applies only to the package fee, cannot be combined with other offers, has no cash value, and cannot be passed to someone else.

Scope Boundary

This session provides financial education, personal organization, and practical guidance. It is not legal, tax, accounting, investment, financial, insurance, lending, or title advice. Final decisions, document review, transfers, and ownership changes remain the responsibility of the client. 

Working Session covers one call. Setup work, weekly calls, between-call messages, and follow-up work are not included. Those services require a separate purchase.