WELCOME TO
PR's Money Playbook
Integrity in everything we do
Originating from the heart of Cambridge, MA, my story is interwoven with the flavors of our family's ice cream enterprise. My academic voyage led me to the halls of Harvard University, where I embarked on an exploration of mathematics, business management, and leadership. It was during this journey that I unearthed my true passion—guiding individuals in the pursuit of their financial aspirations. This journey propelled me into the dynamic world of finance. Join me in a realm where your financial dreams become tangible reality, and success is the common denominator.
Financial Advices for Success
Welcome to PR's Money Playbook
Your life and your finances are intertwined, and Preston is here to help you navigate the complexities of both. He is a certified financial planner who will provide you with the guidance you need to make informed decisions and achieve your financial goals.
Financial Planning
Research
Application
Design
01
Design
With PR's Money Playbook, we recognize the uniqueness of your financial situation and approach it with the individuality it deserves. Each person has distinct goals, objectives, and priorities. Our commitment is to provide clients with a personalized, step-by-step plan, guiding them towards their unique financial destination.
02
Research
As financial coaches, our commitment to you is unwavering. Unbound by ties to a single company, we meticulously researched mutual fund companies, insurance providers, and esteemed money managers. This exhaustive exploration ensures that we furnish you with the latest, most pertinent data, empowering you to make informed decisions that align seamlessly with your financial aspirations.
03
Implementation
Strategic execution is paramount. A meticulously crafted plan is only as effective as its implementation. We are devoted to not just guiding you through the planning process but also equipping you with the knowledge and mindset necessary to execute it effectively. Recognizing that life can introduce complexities, we're here to help you navigate, adapt, and stay on course. It's not just about having a plan; it's about being educated and possessing the mindset to translate that education into impactful actions that align with your financial goals.
Our Process
Goals and Objectives
What are your dreams and aspirations? What do you truly value in life? Many of our aspirations can only be realized with the right financial support. Let us be your partners in achieving your goals. You provide the destination, and we'll create the roadmap to get you there.
Debt Reduction
The real issue with debt isn't whether you have it or not, but rather who is profiting from it. Most people end up paying interest to others instead of earning it themselves. Wouldn't you like to be in a position where you can borrow money and still earn interest? This is a crucial concept to grasp.
Protection
Our journey begins and ends with you. We are committed to safeguarding your earning potential and the assets you have diligently accumulated over the years. Given the finite nature of time and the unpredictable risks we face, it is crucial to protect your ability to generate income.
Velocity of Money
This term reflects how rapidly money circulates in the economy, impacting the frequency and scale of financial transactions. For you, a higher velocity suggests a dynamic economic environment with increased opportunities for investment and scale. Understanding and leveraging the velocity of money can help you make strategic financial decisions, capitalize on opportunities, and optimize your wealth-building potential for compound growth of funds.
Wealth Transfers
Turning your dreams into reality requires financial planning. Many people unknowingly spend money unnecessarily, hindering their ability to achieve their goals. Our comprehensive cash flow analysis helps identify these areas of financial leakage, allowing you to optimize your spending and accumulate wealth without compromising your lifestyle.
Savings and Investing
While saving and investing are distinct concepts, they work in tandem to achieve your financial goals. Many people have room for improvement in either or both areas. Enhancing your saving and investing habits will yield the desired outcomes and empower you to realize your aspirations, whether it's planning for retirement, funding college education, or acquiring a home. Placing your money "in the right place" is crucial for financial success.
What Our Customers Say
"Preston helped me to achieve all of my financial goals, from saving for a down payment on a house to planning for retirement."
- Simon L
"Preston helped me to get my finances in order and to make better financial decisions, saving me money on taxes and investing for my future."
- Sharon
"Preston created a financial plan that meets my individual needs and goals, and he is always available to answer my questions."
- Mark B
Interested in
working together?