Prior to our Initial Consultation, it is helpful to gather the following items:

  1. Map of your Property:  Usually something you would have within your original property settlement package, or when you may have erected an outbuilding.  It shows the 'footprint' of the home and it is used to determine property lines, easements, and building restriction lines.
  2. Neighborhood Covenant and/or restriction information:  This information would be a part of any homeowner's association package, and may not be applicable depending on the location of your home.
  3. Drawings, sketches, and/or photographs of designs you like:  Have available any pictures of home exteriors you have seen that you find aesthetically pleasing.  Try looking in design books, magazines or on the internet.  http://www.robinsonplans.com or http://www.homeplans.com 
  4. Wants, needs, dreams:  Put together a list of things you are Positive you need or want; things you think you Might want; and things you Wish you could have.  You may be surprised to find that some of the updates or luxury items you may have thought cost-prohibitive will fit quite nicely into your budget.  We will be doing some brainstorming on ideas during the consultation, and it is nice to have your ideas and requirements at your fingertips for easy reference.

 

Client Needs Assessment Worksheet

Project Priorities:  Top five, ranked in order of importance from 1 (highest) to 5 (lowest).  Examples:  siding material, total cost, style, outside living area, finished living space, etc.

1.  __________________________________________________________________________________________________________________________

2.  __________________________________________________________________________________________________________________________

3.  __________________________________________________________________________________________________________________________

4.  __________________________________________________________________________________________________________________________

5.  __________________________________________________________________________________________________________________________

Projected Budget Range:  $ ___________________ to $ __________________

Possible Financing Options:
a.  Have enough cash for project
b.  Cash-out refinance or new mortgage
c.  Equity in current home
d.  Home equity loan/second mortgage

Preferred Start of Project:  ___________________________________________________________________________________________________

Possible Future Plans over the next ten years, e.g. starting a family, planning for retirement, entertaining family/friends, downsizing residence, relocation to PA.  ____________________________________________________________________________________________________________

Overall Functional Needs

  • gathering/entertaining space needed ___________________________________________________________________________________
  • private/personal space needed _________________________________________________________________________________________
  • work at home space needed ___________________________________________________________________________________________
  • heating, cooling, electrical, plumbing ___________________________________________________________________________________
  • appliances and fixtures ________________________________________________________________________________________________

Overall Aesthetics of New Home

  • Home Exterior Style ___________________________________________________________________________________________________
  • Home Interior Style ___________________________________________________________________________________________________
  • General Curb Appeal __________________________________________________________________________________________________

 

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