A process that begins with an understanding of your vision and then evolves with information on products and pricing, allowing you to make value decisions.



All projects are divided into 26 Categories.

The inventory process, which will take about an hour and a half, will allow us to discuss each category.

Some items, such as Concrete Flat Work, will require less discussion. Others, such as Finish Carpentry, will take a bit more time, adjusted for the complexity of that part of the project.

The end result of the Inventory is the development of a document outlining a comprehensive scope of work.


1. lot & site work

2. plans, permits & surveys

3. earthwork & excavation

4. foundation

5. concrete flat work

6. metal products

7. structural framing

8. windows and doors

9. roofing & gutters

​10. HVAC systems

11. plumbing

12. electrical & security

13. siding & exteriors

14. insulation

15. masonry

16. drywall

17. baths & closets

18. finish carpentry

19. cabinets & counters

20. painting & staining

21. finished flooring

22. appliances

23. paving & landscape

24. cleaning

25. miscellaneous

26. soft costs



The information gleaned from the inventory, along with the first draft of the Architectural Plans, is folded into the preliminary scope of the project. These documents provide vendors and subcontractors an accurate indication of the structure and products to be used.

For example, the products used in the master bath can fluctuate significantly.

One-piece marble walls in the shower will have a difference in labor and material costs over conventional ceramic tile.

Taking the time at this point to identify what products you’d like to see in your home leads to fewer changes, better economic and job planning, and an overall better project outcome.




The scope of each of the 26 categories is sent to vendors and subcontractors for preliminary pricing. The products and pricing are presented to you following the 26 categories, thereby giving you not only the breakdown of costs but the ability to begin making decisions related to the overall project. For example, taking a $10,000 cost difference between the one-piece marble shower walls and ceramic tile, and applying it to hardwood floors in the exercise room, puts the decision-making in your hands.



In my experience, the need for a clear and firm handle on the plans, products, and price is essential. Having this understanding before giving the go-ahead to create the final construction documents can’t be over-emphasized.

Trade-offs are part of the process; everyone I’ve ever dealt with makes them. At some point, those marble bath walls are worth sacrificing for the hardwood in the exercise room.

Do I have a comfortable understanding of what I am getting in each of the 26 categories listed?

Once the final documents are created, one last test of the products and pricing is made. This test ensures all products are available, no price increases have occurred, and no details, now on the final architectural plans, affect the price.


Now, at last, on to the building! Addressing the color selections and finishes for the project in chronological sequence makes the process manageable. The basic groupings are:

  • exterior palette

  • mechanical systems

  • interior finishes

Additionally, to manage your expectations for the project, a schedule will be provided to inform you when project events will occur. The schedule will identify key decision dates for items like paint colors. Sufficient advance time will be given for these decisions. I generally like to meet on a regular basis to answer questions, address any concerns, and discuss upcoming parts of the project. Initially, these meetings may be weekly and become less frequent as the project progresses. The ensuing communication from the meetings ensures that the vendors/subcontractors and I are on the same page as it relates to you and your needs. I am confident my former clients would confirm the value of this process and the quality of my work. Please see their testimonials.