Managing Your Money

Managing the budget of a project can be the most difficult and stressful aspect of making a change in your living space. All Truehome products include a variety of exercises that tailor your home to your life, but some focus exclusively on budget and project management. Here’s a product by product list of our money management tools.

Budget and Management Exercises by Product.

Step One - Going Home:

Part tutorial, part assessment tool, this product doesn’t focus heavily on financial issues, but collects information about the financial plan you have in mind when you begin, and what “blind spots” might cause you to make mistakes later.

Step Two - Buyer’s Basic:

Don’t “blue sky” your budget. Be sure before you buy! Our virtual agent asks the questions a professional will need answered to find your perfect home. At your request, share your results with Truehome real estate professionals. Buyer’s Basic is about much more than your budget, but includes several critical money related exercises detailed below:

A Home That Fits Your Life: This exercise records your financial goals, specific preferences, and more….everything an agent would need to know to find a home that fits your life and your budget.

Step Three - Buyer’s Deluxe:

Our most comprehensive tool for those shopping for real estate. Includes all exercises in Steps One and Two. Have it all! Choose your ideal rooms. Pick how you want each room to look and feel. Buyer’s Deluxe is packed with valuable exercises. Money matters are always an important part of the process of selecting and buying a home. The budget and planning related exercises included in Buyer’s Deluxe are:

Spaces and Sizes: Identify the names, functions, and dimensions of the rooms in your ideal home, and how those rooms are related.

Tailoring Your Professional Relationships: There are many ways to approach the business side of any project. Learn what your choices are and pick the right one for you.

More Truehome Architectural Slide Shows: Adds Kitchen/Dining, Living Areas, and Bathroom slide shows.

Step Four - My Project:

Our basic tool for serious projects like major remodeling, home building, room additions, and major changes in décor. Includes all exercises in Steps One, Two, and Three. Plan, budget, manage, and organize any major home-related project. The budget and planning components of My Project are:

Budget Management Plan: A tool that helps you create a flexible budget that can evolve as you journey to your Truehome.

Truehome Cost Calculator: An estimating tool that helps you analyze your project’s cost based on your project’s size, finish preferences, and site conditions.

Tailoring Professional Relationships: Consider the different ways you can manage your project and pick the right plan for your needs and circumstances. Design your relationships with the professionals who will help you.

Step Five - My Truehome:

Just short of the Truehome summit! All exercises in Steps One through Four included. A large variety of new exercises are added. Includes all eleven architectural slide shows; the first round to Healing Home and Remodeling Your Relationships, and Project Type and Project Management exercises. Exercises included that impact budget are:

Heirlooms and White Elephants. Make sure the things you love will fit where you want them. Record the size of and sort your furnishings so they fit in your home.

My Favorite Things: Identify, measure, and locate all the storage spaces you’ll need in your ideal home. Find a place for everything so no space is wasted, and no needs forgotten.

Beginning Room Type Exercises: The first three tools that help you manage specific project types. In My Truehome the included exercises are First Home, Vacation Home, and Retirement Home exercises.

Step Six - Truehome Elite:

The Ultimate Truehome Experience! Take your last Steps to a perfect home with Truehome Elite. Includes every exercise in our first five products and much, much more. Change your life, not just your living space. Includes all Healing Home exercises and all Remodeling Your Relationships exercises. Everything to create a house that feels like a home! Truehome Elite covers the entire spectrum of experiences related to changing your living space. Budget and money concerns are certainly an important part of this experience. Some additional budget and planning exercises offered in this exciting product are:

Sorting Your Building Blocks: Move from dream to reality. Look at how size and room functions can be altered to meet your budget.

Spaces and Sizes Review: Our final step in the management of your project’s finances. Prioritize your ideal home preferences in order to match the budget of your “real world” project.

More Project Type Exercises: Historic Home, Home Business, Green Home, and Ultimate Home are brought into your Truehome experience. Learn what you need to know to create exactly what you need. Let Truehome Elite get you there.