What’s Included

Initial Consultation & Project Discussion

• Initial phone or video consultation to discuss your project goals, priorities, ideas, concerns, and overall vision

• Review of homeowner-provided photos, videos, inspiration photos, sketches, or existing plans if available

• Discussion about desired finishes, upgrades, layout changes, and project expectations

• General discussion about homeowner priorities, budget comfort level, and long-term goals for the project

Scope of Work & Project Planning Guidance

• General breakdown of the likely scope of work needed based on your project goals

• Guidance on which trades or contractors may be needed for the project

• Recommendations on project order and sequencing

• Discussion about possible project logistics homeowners should prepare for before construction begins

• Guidance on possible hidden conditions or unforeseen costs that may arise during renovation work

• Discussion about common renovation challenges, delays, and homeowner mistakes to avoid

Budget & Cost Planning

• General budget range guidance based on project type, finish level, and overall project goals

• Discussion about possible cost drivers that may significantly affect pricing

• Guidance on areas where homeowners may want to prioritize spending versus simplify or postpone

• Suggestions on possible ways homeowners may be able to save money without significantly affecting the final result

• Recommendations on materials, fixtures, appliances, or finish items homeowners may be able to purchase directly themselves if appropriate

• Guidance on realistic expectations before requesting contractor quotes

Contractor Preparation & Next Steps

• Guidance on what information contractors should receive before preparing quotes

• Recommendations on questions homeowners should ask contractors during the bidding process

• General discussion about permits or approvals that may potentially be required based on the project type

• Recommendations on how to better prepare before collecting contractor proposals

• Guidance on possible project timelines and scheduling expectations

• Recommendations on next steps before moving into the contractor quote phase

Final Deliverable

• Follow-up renovation roadmap summary including:

  • likely scope of work

  • likely trades needed

  • general project order and sequencing

  • budget guidance

  • possible hidden conditions

  • planning recommendations

  • homeowner preparation recommendations

  • suggested next steps

Best For

• Homeowners in the early planning phase of a renovation or repair project

• Homeowners who do not know where to start

• First-time renovators wanting additional guidance before speaking with contractors

• Homeowners wanting a clearer understanding of realistic project costs and expectations

• Clients wanting help planning kitchen, bathroom, flooring, roofing, exterior, or larger home projects

• Busy homeowners wanting a clearer roadmap before collecting contractor quotes

• Homeowners concerned about unexpected costs, project delays, or renovation mistakes

Not Included

• Exact construction estimates or guaranteed pricing

• Architectural or engineering services

• Permit filing or permit expediting

• Detailed construction drawings or design plans

• Contractor negotiations

• Contractor quote collection or contractor coordination

• Legal contract review or legal advice

• Construction management or daily site supervision

• Scheduling management during construction

• Responsibility for contractor performance, workmanship, schedules, or project outcomes

• Ongoing construction support unless separately agreed upon