Client Intake Process

Tell me about your project so I can protect your home and your wallet from overpaying.

Please fill out the below form

You have selected your Quote Review, Second Opinion, or Purchase Advocacy plan. Please provide your property info and current system details here so we can finalize payment and book your session.

Once you hit submit, I’ll look everything over and email you a secure payment link with simple next steps.

The Success Path

I will personally review your details as soon as you submit. Once confirmed, I’ll email you a secure payment link with clear next steps. Rest assured, your project is in expert hands and we’ll move forward together shortly.

Share the Details of Your Project

Please submit this form for review. I will examine your details and send next steps. You will then finalize payment and book your session.

What Happens Now?

1. Intake Review

I will personally examine your equipment history and any contractor quotes to find red flags and savings.

2. Consult & Pay

I will contact you shortly to explain my findings, clarify next steps, and update you on the timing for your results.

3. Protection

Once paid and submitted, my defense kicks in to secure honest pricing and provide the total peace of mind you deserve.