Walkthrough
Confirm fit, authority, scope and permissions. The $395 assessment includes up to 90 minutes onsite in one home up to approximately 3,500 sq. ft.
Refresh Plan
Receive written priorities, planning budget bands, sequence, provider needs and decisions within two business days. Review the Plan in an approximately 20-minute call.
Choose your path
Use the Plan independently, request an expressly approved company scope, or choose fixed-fee concierge support.
Refresh and coordinate
You select and approve providers. We organize agreed appointments, access, questions, decision records and scheduled updates. Providers direct their own work.
Final walkthrough
Review company deliverables, observable status, remaining decisions and provider issues. Closeout records what is done and open without certifying technical workmanship.
Defined from the beginning
Your proposal sets provider count, visits, appointment windows, included travel, reports and end date. Changes require written scope, price and timing. No unlimited coordination, automatic renewal or emergency-response promise.