Our Remodeling Process
A clear, structured approach designed to eliminate guesswork, reduce delays, and deliver a better remodeling experience.
How Our Process Works
There Are Two Paths, Based on Your Project
Every project begins with an in-home consultation. From there, we guide you into one of two paths depending on the complexity of your project. The diagram below outlines how our remodeling process works. Depending on your project scope, you’ll follow one of two paths; both are designed to fully plan your project before construction begins.
Path 1: Larger / Structural Projects
Projects that require additional planning, engineering, or design coordination before final pricing can be established.
Path 2: Standard Remodeling Projects
Projects where the scope and pricing can be clearly defined upfront without additional engineering or pre-construction planning.
Home Remodeling Process Details
Path 1- Larger/Structural Projects
Step 1: In-Home Consultation & Preliminary Pricing
We begin with an in-home walkthrough to understand your goals, evaluate the space, and discuss feasibility.
After the visit, we provide a preliminary estimate that includes:
A realistic total project range
High-level cost range and a description of the scope
This is not a fully detailed scope yet; it is meant to establish feasibility and direction.
Step 2: PRE-CONSTRUCTION PLANNING (1% Retainer)
This phase is required for projects involving a structural or complex scope. To move into detailed planning, we collect a 1% planning investment based on the midpoint of the estimated range. This phase lets us invest the time and resources needed to fully define your project before final pricing and agreement.
Step 3: Engineering + Project Pricing
This is where the project is developed to a level that allows for accurate pricing and planning. When full design support is involved, we work in close coordination with our design partners to ensure alignment across all aspects of the project.
During this phase, the following events occur to inform your scope of work:
Architectural drawings and/or structural engineering are coordinated (if required)
Existing conditions are validated
Material and finish allowances are established
Architectural and engineering costs are billed as they are incurred.
Step 4: Project Approval & 20% Deposit
Once planning is complete, we present a fully developed project framework that includes:
A defined project scope and refined project cost
Material allowances and selections framework
At this stage:
Final adjustments are made & the project plan is approved
A 20% deposit is collected to move into planning, scheduling, and execution
This scope establishes the project cost prior to final material selections.
Step 5: Design, Selections, & Detailed Scope Development
At this stage, your Project Manager is assigned and becomes your primary point of contact.
They guide you through final decisions and make sure every detail is captured before construction begins.
All major materials, finishes, and project details are finalized during this phase. We also develop the fully detailed Scope of Work that our team and trade partners will use to build your project. It's based on your final selections, layout decisions, and field conditions.
The Scope of Work is finalized, approved, and signed before construction. Any changes after this point are handled as change orders.
Step 6: Project Planning & Scheduling
With your scope locked in, your Project Manager builds the plan for executing your project. During this phase, we:
Order and schedule materials so they arrive when needed
Schedule subcontractors and confirm trade sequencing
Set your project timeline from start date to final walkthrough
Prepare and submit permits (if required) and plan for inspections
Finalize your payment schedule, tied to clear project milestones
Your project schedule and payment schedule are then shared with you before work begins. Because materials, trades, permits, and timing are all coordinated up front, you'll know what's happening and when, and we can reduce delays and keep your project moving efficiently.
Step 7: Construction
Construction begins with a fully planned and coordinated project, allowing for a more efficient and predictable build.
Path 2- Standard Remodeling Projects
Step 1: In-Home Consultation + SCOPE OUTLINE
We begin with an in-home walkthrough to understand your goals, evaluate the space, and discuss feasibility.
After the visit, we provide a project outline that includes:
A clearly defined project outline and scope direction
Material allowances (typically per square foot or per category)
A rough project cost
This outline shows you the rough cost and scope early, so you can decide whether the project fits your goals and budget before moving forward.
Step 2: Scope Refinement to Final Scope + Price
Next, we work with you to refine the outline into a final scope and price. During this step, we:
Review the outline together and make any adjustments to the scope
Confirm what is included and excluded
Finalize material allowances
Resolve any open questions from the walkthrough, including follow-up measurements if needed
The result is a final scope and project price. For most standard projects, this becomes the final project cost unless selections exceed allowances or the scope changes. A more detailed, line-by-line Scope of Work is developed after project approval.
Step 3: Scope Refinement to Final Scope + Price
Once the final scope and price are approved, an initial deposit is collected.
This secures your project and allows us to begin the detailed work that prepares it for construction.
Step 4: Design, Selections, & Detailed Scope Development
At this stage, your Project Manager is assigned and becomes your primary point of contact.
They guide you through final decisions and make sure every detail is captured before construction begins.
All major materials, finishes, and project details are finalized during this phase. We also develop the fully detailed Scope of Work that our team and trade partners will use to build your project. It's based on your final selections, layout decisions, and field conditions.
The Scope of Work is finalized, approved, and signed before construction. Any changes after this point are handled as change orders.
Step 5: Project Planning & Scheduling
With your scope locked in, your Project Manager builds the plan for executing your project. During this phase, we:
Order and schedule materials so they arrive when needed
Schedule subcontractors and confirm trade sequencing
Set your project timeline from start date to final walkthrough
Finalize your payment schedule, tied to clear project milestones
Your project schedule and payment schedule are then shared with you before work begins. Because materials, trades, permits, and timing are all coordinated up front, you'll know what's happening and when, and we can reduce delays and keep your project moving efficiently.
Step 6: Construction
Construction begins with a fully planned and coordinated project, which makes the build more efficient and predictable.
Paths 1 & 2: Change Orders & Scope Adjustments
Once the final Scope of Work is approved and the project moves into execution, the project scope is considered finalized. Any requested changes after this point will be treated as a change order and may impact cost, schedule, or both. All change orders are reviewed and approved prior to execution to ensure clarity and alignment.
DESIGN & MATERIAL SELECTION PROCESS
Every successful remodel depends on clear and timely material selections. Our process is designed to simplify decisions, reduce overwhelm, and keep your project moving efficiently.
Before construction begins, all major materials and finishes are selected and aligned with your project scope, budget, and timeline. Clients typically choose one of the following approaches:
Builder-Guided Selections (Most Common)
What This Looks Like:
A curated option set for each material category
Typically, 2–3 vetted options per selection
Materials aligned with your project scope and allowances
What To Expect:
Faster decision-making
Less overwhelm during selections
Keeps the project moving on schedule
Self-Selection
What This Looks Like:
You select materials independently
We coordinate installation and confirm compatibility
Selections must align with project specifications and timelines
What To Expect:
More flexibility and control over choices, but higher risk of delays and rescheduling fees.
Selections must be finalized within the required timelines
Delays in selections may impact the schedule or cost
Full Design Support
What This Looks Like:
Collaboration with a professional designer
Layout planning and cohesive design direction
Full material and finish selection support
What To Expect:
A more guided and hands-off experience
A fully designed and cohesive end result, delivered in collaboration with a trusted design partner
Path 2 project process, additional time, and cost for design services
Who Manages Your Project
Project Executive (Pre-Construction Lead)
Guides your project through estimating and early planning, helping define scope, budget, and overall project direction.
Once the project is approved, they work closely with the Project Manager to ensure a smooth transition into execution.
Project Manager (Construction Lead)
Assigned during pre-construction, your Project Manager becomes your primary point of contact, guiding final selections, coordinating planning, and overseeing construction.
They manage day-to-day execution, trade coordination, scheduling, and communication to ensure your project runs smoothly and stays on track.
Design & Planning Partners (If Needed)
Architects, engineers, and design partners are brought in when required to support layout, structure, and overall project design.
Field & Trade Teams
Skilled trades and in-house team members complete the work, coordinated and managed by your Project Manager.