Know what to do next.
Understand your systems and costs, compare proposals, and put maintenance and future spending in order.
Flat advisory fee Quoted for your home and level of support
Explore Home AdvisoryHOME ADVISORY · NEWTON, WELLESLEY & BROOKLINE
Clarity for your home.
Room for your life.
Your home deserves thoughtful attention. It shouldn’t require all of yours.
Understand your home’s costs, plan maintenance, and know what deserves attention next. When you want help following through, our coordinated maintenance program puts agreed seasonal services on the calendar.
30-minute discovery call · No obligation
Serving Newton · Wellesley · Brookline
LESS TO KEEP TRACK OF.More room for living.
One point of contactClear written scopeYou approve extra workA record you can return to
CHOOSE THE SUPPORT YOU NEED
A clearer plan.
Help following it through.
Two distinct services, with the scope and fee agreed before work begins.
Take scheduling off your list.
A property-specific seasonal program: we arrange the agreed services with qualified providers and keep a record of the work.
Fixed monthly program fee Scheduled services listed in your proposal
Explore Coordinated MaintenanceAdvisory helps you make decisions. Coordinated Maintenance adds scheduling and service records for the work in your plan. Repairs and optional work require a separate quote and your approval.
LIGHTWELL AND LEDGER
A clearer picture.
A considered plan.
A lightwell brings light into a home. A ledger brings order to its details. We bring both perspectives to homeownership: understanding what your home needs, what it costs, and what makes it a pleasure to live in.
Less uncertainty. More room to enjoy what’s yours.
“Is this quote actually reasonable?”
You want to make a smart decision. You shouldn’t need to become an expert in every trade to make one.
“What are we forgetting?”
The roof, the heating, the next renewal. The details keep coming, even when the rest of life is full.
“Can this wait until next year?”
A clear set of priorities makes it easier to protect your home without treating every expense like an emergency.
WHAT LIGHTWELL AND LEDGER ACTUALLY DOES
See clearly. Plan thoughtfully.
Live more freely.
Think of concierge medicine for your home: a professional who knows its history, helps you plan ahead, and guides the next decision.
Understand your home.
Bring systems, service history, and recurring costs into one organized picture.
You get: an organized home inventory.
Give every decision context.
Know what needs attention, what can wait, and what to budget for.
You get: clear priorities and a 12-month plan.
Keep the bigger picture in view.
Your advisor reviews proposals, updates priorities, and helps you prepare for what’s ahead.
You get: ongoing advice and regular briefings.
We advise. You approve. Qualified professionals do the work. Home Advisory covers guidance and planning. A separately scoped maintenance program includes coordination and the scheduled services listed in its proposal. Additional repairs are quoted for your approval.
START WITH WHAT’S ON YOUR MIND
Where would a little
clarity help most?
Choose a starting point. We’ll show you the report that speaks to it.
No email needed. This is a guide to the service, not an assessment of your home.
A CLEARER PICTURE. A LIGHTER LOAD.
Your home,
brought into focus.
Four views of the place you love.
Each one turns complexity into something you can act on.
01 / HOME SCORE
Know where you stand.
See where your home stands—and where attention matters most.
Lightwell and LedgerPROPERTY OPERATING REPORT
Your home, at a glance.
SAMPLE66OUT OF 100
Needs attentionA starting point.
A starting point.
A focused plan.
Start with maintenance
and recurring costs.
THE FINDINGKnow what matters. Start there.
What would my score help me decide?
Where to focus first. Your advisor connects the score to specific findings and practical next steps, then revisits it as your plan progresses.
Talk through your home with Ed ↗02 / FINANCIAL PICTURE
See where the money goes.
Understand recurring costs and prepare for larger expenses.
Lightwell and LedgerFINANCIAL OVERVIEW
The full cost of home.
SAMPLEANNUAL SPENDING$124k
One organized view
Recurring costs.
Clearer comparisons.
100%IN VIEW
Services40%
Utilities28%
Property tax20%
Other12%
WORTH A CLOSER LOOK
Service contract renewalCompare scope + cost
THE VALUEMake the next dollar a considered one.
What could I learn about my spending?
Which costs deserve a closer look. Compare service scopes, spot overlapping contracts, and separate routine spending from larger future investments.
Talk through your home with Ed ↗03 / HOME PLAN
Know what comes next.
Put priorities in order, with clear next steps and a longer view.
Lightwell and LedgerPRIORITIES & CAPITAL PLAN
A plan, not a pile of tasks.
SAMPLE30DAYS
ACT NOW
Address the essentials.
Review aging sump pump
and water-protection needs.
60DAYS
PLAN
Make the next decisions.
Compare service proposals.
Set seasonal priorities.
90DAYS
PREPARE
Look further ahead.
Map future replacements
to a longer-term budget.
YOUR LONGER VIEW
Now1 year5–10 years
THE RELIEFYou don’t have to decide everything today.
How would this simplify my next decision?
See what needs attention now, what to prepare for, and what to monitor. Each priority connects to a reason, a next step, and a planning window.
Talk through your home with Ed ↗04 / HAPPINESS REPORT
Love living here, more.
Find thoughtful ways to make everyday life at home feel better.
Lightwell and LedgerTHE LIVED EXPERIENCE
A home that feels like you.
SAMPLEKEEP THE CHARACTER.Ease the everyday.
The little things you’ve learned to live with
are worth a second look.
01
KitchenBetter light for evening cooking.
LIGHT02
BedroomStorage that works for both of you.
FUNCTION03
Home officeA quieter place to concentrate.
COMFORTTHE DIFFERENCEImprovements you feel, every day.
What could feel better in my home?
Start with the small frustrations you live with every day: task lighting, storage, or a room that never quite works. Your report turns those observations into thoughtful improvements.
Talk through your home with Ed ↗Condensed, illustrative previews adapted from the Lightwell and Ledger report suite. Figures and examples demonstrate the format; they are not verified client results or promises of savings. Your reports are tailored to your home.
See the decisions behind the reports ↗
THE CLARITY CONTINUES
The details stay organized. The decisions stay yours.
Your proposal specifies the reports and review cadence included in your engagement. An ongoing advisory relationship can bring these details together:
Your home statement
Costs and planned allocations together. A clearer picture of what home requires.
Your service record
Scope, cost, and status in one place. A history you can come back to.
Your progress review
What changed. What needs a decision. What’s next. Stay current without getting buried.
Your year in review
Progress, spending, and next year’s priorities. See what your investment in home has achieved.
Imagine this kind of clarity about your home.
Book a Discovery Call ↗FROM THE ROOF TO THE RECORDS
Your home has a lot
of moving parts.
We connect them.
Our home-system inventory brings the details into one place. Explore a few of the areas we document.
Building & exterior
Roof, gutters, siding, windows, and exterior upkeep. We organize age, service history, known concerns, and questions for qualified specialists.
Heating, cooling & mechanical
Equipment records, service intervals, and replacement planning. You can see what is documented and what still needs professional assessment.
Water & plumbing
Water heater, drainage, sump pumps, and leak protection. Records help guide maintenance conversations and future spending.
Costs, contracts & service history
Recurring bills, renewal dates, vendor scopes, and maintenance records. The context you need before agreeing to the next proposal.
ON YOUR SIDE OF THE TABLE
A clear view.
Clear responsibilities.
Our Home Advisory fee pays for guidance and planning, with no vendor commissions or repair markups. A coordinated maintenance program has its own written scope and fixed fee for the services included. You can see what you are paying for before you commit.
Does this need doing now?
Understand the priority before you commit.
Are we comparing the same work?
Review the scope behind the price.
What should we plan for next?
Put future expenses into perspective.
A FEW THINGS YOU MAY BE WONDERING
Good questions.
Clear answers.
What exactly is Lightwell and Ledger?
Lightwell and Ledger is your independent home advisor. We bring your systems, costs, and priorities into one clear picture—then help you decide what needs attention, what can wait, and what to plan for.
What makes Lightwell and Ledger different?
We look at the whole home, not just the next job. You get a dedicated advisor, a forward-looking plan, and clear cost reviews—all supported by a flat fee with no vendor commissions.
What does proactive care look like?
It starts with a plan: seasonal maintenance, upcoming renewals, and aging equipment reviewed before decisions become urgent. We help you prepare earlier, while recognizing that no plan can prevent every surprise.
What is the Home Score?
The Home Score brings key findings into a simple 0–100 overview, with priorities behind the number. It helps you see where to focus and track progress over time. It is an advisory tool, not a licensed inspection.
The details, connected. The advice, personal.
Technology helps organize records and prepare comparisons. Your advisor reviews the information, explains what matters, and helps you decide what comes next.
What reports will I receive?
Your Home Score, financial picture, and home plan explain how your property is performing. The Happiness Report explores how it feels to live there. Ongoing summaries keep progress and next steps easy to follow.
What does “conflict-free” mean?
Our Home Advisory fee comes from you, with no vendor commissions or repair markups. Coordinated Maintenance is quoted separately as a program of defined services. Your proposal explains the scope and payment responsibilities.
Can I keep the service providers I trust?
Yes. We build on relationships that work. When you need alternatives, we help review qualifications, compare proposals, and clarify scope—so you can choose with better information.
How will you keep me informed?
You receive concise updates and regular reviews. When a decision needs your attention, we bring the options, costs, and our recommendation together—so you can respond without sorting through a long email chain.
Who is Lightwell and Ledger best suited for?
Homeowners in Newton, Wellesley, and Brookline who love their home but want less of the responsibility living in their heads. It is especially useful for properties with complex systems, historic details, or a growing list of decisions.
How is Lightwell and Ledger priced?
Home Advisory has a flat fee quoted for your home and support needs. Coordinated Maintenance has a property-specific monthly fee covering listed seasonal services and coordination. Repairs and optional work are quoted separately. See how pricing works and an example maintenance plan.
Do you perform repairs or handle emergencies?
Qualified service providers perform hands-on work. Home Advisory helps with planning and proposal review; Coordinated Maintenance adds scheduling and records for agreed services. We are not an emergency response service or a licensed home inspection company.
How are my home’s records handled?
System details, service history, and cost records are organized together, so you can find what you need. We discuss access and information sharing as part of your engagement.
What happens on the discovery call?
In about 30 minutes, we talk about your home, what’s taking up your attention, and where support could help. You’ll hear how the service works and what it costs. No obligation.
A SMALL FIRST STEP
Come home to
less on your mind.
Start with a conversation about your home, the decisions ahead, and what you’d like to spend less time thinking about.
Book a Discovery Call ↗Choose a time on Calendly · 30 minutes · No obligation
Email Ed
BETTER TOGETHER
Good homes.
Good relationships.
Realtors & trusted advisors
Help your clients feel supported long after move-in day.
Discuss a referral partnership ↗Service professionals
Start with clearer records, thoughtful scopes, and shared expectations.
Introduce your business ↗