Project Planning & Owner Advisory

Start your project with a clear plan, a realistic budget, and an expert reviewing the quotes you receive. You handle finding contractors and gathering quotes, and we give you the roadmap to do it right, plus an experienced set of eyes on every quote before you sign. It's expert planning and quote review without paying the premium for us to run the entire bidding process.

Schedule Your Project Discovery Call

Project Discovery & Existing Conditions

Good planning starts with understanding what you have and what you want. We'll meet with you, on-site or virtually, to understand your project in detail and review the existing conditions.

What's Included:

  • On-site or virtual consultation to discuss your project in detail

  • Review of your existing conditions

  • Understanding your goals, priorities, and budget expectations

  • Identifying the key decisions ahead of you

Result: We'll be aligned on what you're building and what matters most before any planning begins.

Your Project Roadmap & Schedule

Knowing the path and the timeline keeps your project realistic from day one. We'll map out how your project should unfold from planning through completion.

What's Included:

  • A personalized project roadmap from planning through construction

  • A realistic project schedule from beginning to end

  • A recommended build sequence when multiple trades are involved

  • A personalized set of questions to answer before you get quotes

Result: You'll know exactly what happens when, and what to sort out before contractors get involved.

Scope Definition for Bidding

Contractors can only give comparable quotes when they're all bidding on the same thing. We'll define a clear scope you can hand to every contractor.

What's Included:

  • A detailed scope outline you can give contractors for bidding

  • Definition of the trades needed for your project

  • Clarity on what's included so bids come back consistent

  • A trade and scope checklist for your records

Result: You'll collect quotes that actually compare, instead of apples to oranges.

Realistic Budget & Cost Drivers

Knowing the real number up front protects you from sticker shock and lowball bait. We'll give you a realistic budget and show you what drives the cost.

What's Included:

  • A realistic price range to complete your project

  • Explanation of the major cost drivers

  • Value engineering discussion on how to bring costs down

  • Guidance on where you can buy materials or equipment directly to avoid unnecessary markups

Result: You'll plan around a realistic budget and know where your money is going.

Risk & Questions to Ask

The right questions up front prevent the expensive surprises later. We'll flag the risks specific to your project and arm you for the contractor conversations.

What's Included:

  • Risk considerations specific to your project

  • A prepared list of questions to ask contractors

  • Guidance on what strong answers look like

  • Notes on common pitfalls to watch for

Result: You'll walk into every contractor conversation prepared, not guessing.

Contractor Quote Review & Analysis

This is where the package pays for itself. Once you've gathered your quotes, send them to us and we'll analyze them from a construction management perspective.

What's Included:

  • Review of the contractors, including verifying their licenses aren't expired

  • Review of the contracts: payment terms, materials, and other terms that could be a concern

  • A full analysis of the quotes you received

  • Our clear recommendation and the reasoning behind it

Contract review is provided for informational purposes only and is not legal advice.

Result: You'll choose a contractor with an expert's read on every quote, not just the lowest number.

Your PMHP Planning Binder

Everything we prepare is organized into a professional digital binder you can reference throughout your project.

What's Included:

  • Project Planning Roadmap, including your pre-quote question set

  • Trade and scope checklist

  • Budget considerations summary with value-engineering options

  • Contractor question list

  • Risk summary

  • Full contractor quote analysis with our comments and recommendation

Result: You'll have a complete, organized plan and quote analysis to guide your project.

Who This Package Is Best For

This package is ideal for homeowners who want expert planning and an expert review of their quotes, while handling the contractor outreach themselves.

This package is a great fit if you:

  • Are comfortable finding contractors and getting quotes yourself.

  • Want expert planning, a realistic budget, and a clear scope before you start.

  • Want an experienced professional reviewing the quotes you receive before you sign.

  • Are planning a kitchen, bathroom, addition, outdoor living space, whole-home renovation, or new build.

  • Want a clear roadmap and the right questions before contractors get involved.

This package may not be the best fit if you:

  • Would rather not deal with contractors at all and want them sourced and negotiated for you.

  • Need someone managing the contractors and overseeing the work during construction.

  • Only need a quick red-flag check on a single quote, which our free Quote Red-Flag Scan already covers.

If you'd rather have the contractor process handled for you, our Full Project Preparation & Contractor Coordination package may be a better fit. If you need support during construction, our Owner's Representative & Construction Oversight package is designed for exactly that.

Frequently Asked Questions

  • Not in this package. You find contractors and gather quotes yourself, which keeps your cost down, and we plan the project and analyze the quotes you receive. If you'd rather have contractors sourced and negotiated for you, our Full Project Preparation & Contractor Coordination package covers that.

  • Yes. That's a core part of this package. Once you've received your quotes, you send them to us and we review the contractors and their licenses, review the contracts for payment terms and concerning language, analyze the quotes, and give you a clear recommendation.

  • We'll give you a clear recommendation and the reasoning behind it. The decision stays yours, but you'll make it with an expert's analysis in hand.

  • No. We provide construction planning and advisory support. We don't pull permits or provide architectural, engineering, or legal advice. When a licensed professional is warranted, we'll tell you.

  • No. We give you a realistic price range and explain the cost drivers, but final pricing comes from the contractors you hire and the decisions you make along the way.

  • Every project is different, so pricing is based on the size and complexity of your project. After a complimentary 15-minute Project Discovery Call, we'll provide a personalized proposal with a fixed price before any work begins. There are no hidden fees or surprise charges.

  • Once you approve your proposal, payment is due before work begins. This allows us to dedicate the necessary time to planning your project and preparing your materials.

  • No. We provide a fixed price based on your project's scope and complexity, so you'll know the total cost before moving forward.

Ready to Plan Your Project the Right Way?

The biggest, most expensive mistakes happen before a single contractor is hired: the wrong scope, an unrealistic budget, and quotes no one reviewed with an expert eye.

We'll give you the plan, the budget, the questions, and a full review of the quotes you receive, so you can hire with confidence and stay in control of your project.

Stop guessing. Start with a clear plan and an expert in your corner.

Schedule your Project Planning & Owner Advisory consultation today.

Schedule Your Project Discovery Call

Every project is unique. After a complimentary 15-minute Project Discovery Call, we'll provide a personalized proposal with a fixed price based on your project's scope and complexity.