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WORKING SESSION

One hour. Clear next steps.

BOOK WORKING SESSION

clear + focused

Focus on what matters most.

Work with Preston on the choices that matter now. Talk through plans for wealth, family, and the future. Get his honest view of the options and what each may involve. The goal is more freedom to live well, care for family, and put plans into action.

After the call, the $500 fee becomes a one-time credit toward Core or Complete Architecture. The credit does not expire.

What Is Included

The Working Session workstreams.

One-on-One Video Call

Spend 60 minutes with Preston on the questions and choices that need attention.

Any Listed Subject

Discuss a household plan, cash, accounts, vehicles, property, or real estate.

A Personal Review

Review the client's specific needs instead of receiving generic information.

Clear Next Steps

Hear Preston’s view of the choices and possible next steps.

Choose the Focus

Spend the hour on the issues that matter most. There is no fixed program.

One Call

Weekly calls, between-call messages, setup work, and follow-up work are not included.

BEFORE, DURING, AND AFTER the CALL

How the Session works.

 

Choose the Focus

Book a video call and choose the questions to discuss.

Share the Details

Send the needed background and documents before the call.

Talk It Through

Meet one-on-one with Preston to review needs, compare choices, and plan next steps.

Leave With a Pan

Leave with a clearer view of the choices and a useful list of next steps.

FLEXIBLE BOOKING

Reserve an hour with confidence.

The $500 fee is due at booking. 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.

The call can stand on its own. After completion, the full $500 fee can go 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.

Who this is for

  • Questions about household wealth or a private trust.

  • One-on-one help to compare choices.

  • Clear steps to take after the call.

Who this is not for

  • Full setup or ongoing support.

  • Covering every topic in one hour.

  • A promised result from an outside party.

WHAT PEOPLE ARE SAYING

“Preston came prepared with a thorough understanding of my situation. He walked me through his recommendations, explained the alternatives, and helped me leave with clear next steps. An extremely valuable hour.”

Client, Working Session

WHAT PEOPLE ARE SAYING

“One hour with Preston was an excellent investment of time and money. He had clearly done his homework, and his guidance was specific to my trust and the decisions I needed to make.”

Client, Working Session

WHAT PEOPLE ARE SAYING

“Preston didn’t just give me recommendations, he explained the reasoning behind them and the pros and cons of each option. His knowledge and preparation made our working session incredibly productive.”

Client, Working Session

PRESTON'S OFFICE HOURS

One hour. Nothing more required.

One 60-minute video call. One clear fee. No ongoing commitment. Work with Preston on key questions and leave with clear next steps. After the call, the full $500 fee becomes a credit toward Core or Complete Architecture.  

BOOK WORKING SESSION