SERVICES & PRICING

The right support.
A clearly defined fee.

Start with advice, add help coordinating maintenance, or discuss both. Your written proposal makes the responsibilities and costs clear.

HOME ADVISORY

Clarity before
you commit.

For homeowners who want an organized view of the house and an experienced sounding board for decisions.

  • Organize system details and available service records.
  • Review recurring costs and compare vendor scopes.
  • Prioritize maintenance and plan future replacements.
  • Explore everyday comfort and function through the Happiness Report.
  • Agree on the reports and ongoing review cadence that suit your home.
Flat advisory fee, quoted individually

Your proposal separates any initial setup fee from ongoing advisory fees and states the billing schedule and term.

Physical service visits, repairs, and vendor invoices are not included in the advisory fee.

COORDINATED MAINTENANCE

A calendar.
A record. Less chasing.

For homeowners who want the agreed preventive work scheduled and documented, with one point of contact.

  • A seasonal service list tailored to your property.
  • Scheduling with qualified technicians and specialists.
  • Agreed access arrangements for service visits.
  • A service history showing work completed and findings.
  • Separate proposals for repairs or optional additions.
Fixed monthly program fee

The listed scheduled services and coordination are included. The service list, frequency, program term, and exclusions appear in your proposal.

This is scheduled preventive care. Emergency response and unlisted repairs are not included.

WHO DOES WHAT?

One clear division of responsibility.

Home Advisory and Coordinated Maintenance compared
ResponsibilityHome AdvisoryCoordinated Maintenance
Understand costs and prioritiesYour advisor organizes and reviews them with you.Program planning focuses on the agreed maintenance scope.
Schedule service visitsYou or your chosen provider, unless separately agreed.Lightwell and Ledger coordinates listed services.
Perform hands-on workYour selected qualified service providers.Qualified technicians and specialists arranged for the program.
Approve extra spendingYou.You, before additional work starts.
Pay for physical servicesSeparate from the advisory fee.Listed scheduled services are included in the program fee; extras are quoted separately.
Broader financial and capital planningIncluded as specified in the advisory engagement.Not automatically included; discuss advisory support separately.

HOW PRICING WORKS

See the full commitment.
Not just a monthly number.

Home size, system count, service frequency, and the support you choose determine the proposal.

ONE PROPERTY-SPECIFIC MAINTENANCE EXAMPLE

$905 / month

$10,860 for a 12-month program

33 scheduled service items across four seasons.
Coordination and service records included.

What this example includes

A tailored mix such as heating and cooling service, gutter cleaning, preventive checks, and other listed seasonal tasks.

What it does not include

Repairs found during visits, emergency response, and optional add-ons. Broader Home Advisory is not automatically included.

An anonymized September 2026 proposal example, not a published rate for every home or an offer to perform this package at any property. Service items are not the same as separate visits. Your own scope and price may differ.

Your proposal answers five questions.

  1. What are the setup, recurring, and total fees for the stated term?
  2. Which services, visits, reports, and review meetings are included?
  3. What is excluded or subject to a separate quote?
  4. Who performs the work, arranges access, and invoices each charge?
  5. What are the payment, renewal, cancellation, and service-remedy terms?

Only the services and terms in your accepted proposal apply. There is no universal advisory price or maintenance package.

01 / TALK

Tell us what is taking up your attention.

Bring your questions to a 30-minute discovery call. No need to organize all your records first.

02 / DEFINE

Review your written scope and fee.

We clarify the property details and support required, including whether a walkthrough is needed.

03 / BEGIN

Agree, then get started.

Once the engagement is agreed, we confirm the plan, access arrangements, and first steps.

A SMALL FIRST STEP

Not sure which service fits?

A 30-minute conversation about your home, your priorities, and the support that would help. No obligation.

Book a discovery call

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