
Learn About
Our Personalized Planning Process
Peace of mind starts with a clear plan.
That's why we ensure every detail is planned clearly, communicated thoroughly, and aligned with your expectations from the start.
01
Define your vision and budget
-
We meet with you to capture your goals, style, priorities and budget.
-
We deliver a written project brief that lists your must-haves and optional features.
-
We provide a detailed cost estimate and recommend a contingency you can rely on.
02
Contractor vetting and credentials
-
We give you copies of our licenses, insurance certificates, and professional credentials.
-
Our website features a regularly updated portfolio of comparable projects.
-
We introduce the core team who will work on your home and their roles.
03
Transparent, itemized proposals
-
You’ll receive a total project amount plus a comprehensive, itemized cost schedule that breaks investment down by every project phase.
-
We explain cost drivers and present upgrade options for your choices.
-
We offer side-by-side comparisons if you request multiple design or budget scenarios.
04
Clear, comprehensive contract
-
We provide a written agreement that specifies scope, materials, schedule, milestones, and payment terms.
-
We define the change-order process and how schedule or scope changes are handled.
-
We include warranty details and post-completion care in writing.
05
Regular, direct communication
-
The person you meet at your first appointment will be your single point of contact — they’ll act as your assigned project manager, oversee the work from start to finish, and be available to answer your questions throughout the project.
-
You get a dedicated project manager and direct contact details for questions. Who is the team member you first met during your initial appointment.
-
We will agree on your preferred communication channels and cadence. (Phone, Text, Email)
-
We send scheduled progress updates and hold daily check-ins and milestone walkthroughs. (Long distance homeowners will be contacted by Zoom, FaceTime, WhatsApp, videos, text & phone call by preference).
06
Proactive scheduling and delay management
-
We produce a timeline with built-in buffers for weather, deliveries, and inspections.
-
We notify you early of potential delays and propose mitigation options.
-
We leverage supplier relationships to reduce lead times and find alternatives when needed.
07
Milestone-based payments and records
-
We set a payment schedule linked to measurable project milestones — never full upfront.
-
We issue itemized invoices and keep a record of all transactions for you.
-
We provide secure payment options and receipts for your files.
08
Collaborative involvement without micromanaging
-
We schedule decision points so you can provide input at critical moments.
-
We deploy experienced tradespeople who follow the plan and maintain quality.
-
We offer a simple process for you to raise questions or request adjustments without disrupting progress.
09
Permits, inspections, and code compliance
-
We manage permit applications, coordinate inspections, and handle regulatory filings for you.
-
We build to local codes and safety standards and document compliance.
-
We provide copies of approved permits and inspection reports for your records.
10
Final walkthrough, punch-list, and warranty
-
We conduct a joint final inspection with you and create an agreed punch-list.
-
We complete all punch-list items before final payment and confirm your sign-off.
-
We deliver written warranty documents and aftercare contact information, so you’re supported post-completion.