Home-building planning checklist
Land, financing, plans and selections — the key decisions to work through first.
Solutions · Planning tools
Plan your build with free tools.
Three free planning tools to help you organize priorities, think through your budget and prepare the right questions — before your first meeting with any builder.
Your home planning toolkit
Three tools, one clear plan.
Free and print-ready. Download each one, fill it in at home and bring it to your first conversation.
Budget allocation guide
Where a build budget typically goes, from site work to finishes, plus a contingency.
Contractor vetting worksheet
The questions to ask any builder about experience, insurance, estimates and payments.
How to use these tools
Three simple steps.
From download to your first conversation — no sign-up, no pressure.
- 2 minutes
Download
Open each tool and save it as a PDF, or print it on paper.
- At home
Complete
Fill them in with your priorities, budget range and questions — at your own pace.
- First meeting
Talk with us
Bring your answers to your first conversation with Cody and our team.
Book a conversation
What happens next?
From planning to design.
Once you’ve organized your priorities, the next step is turning them into a plan for your home.
01Talk with Cody
Share your completed tools, land details and budget range in a free first conversation.
Book a conversation
02Explore floor plans
Browse plans we’ve built and find a starting point you can rework to fit your family.
See floor plans
03Shape your design
Walk the land, refine the plan and choose finishes before anything is priced.
Explore DesignWhat you’ll be prepared for
Start your project with confidence.
Organized priorities
Know your must-haves, nice-to-haves and deal-breakers before plans are drawn.
Budget clarity
Understand the main cost categories and plan a realistic range — with room for the unexpected.
Better questions
Walk into your first meeting with the questions that help you compare builders with confidence.
Are the planning tools really free?
Yes. All three are free to use, with no sign-up required.
How do I download them?
Click a download button to open a print-ready version. Choose “Save as PDF” in the print window to keep a copy, or print it on paper.
Can I fill them out on screen?
Yes. You can tick items off on screen here, then print or save a copy to bring to your meeting.
Do I need to finish everything before contacting you?
No. Partly finished is fine — the tools are just a way to organize your thinking. Cody can help with anything you’re unsure about.
Do I need land or financing before we talk?
No. Many clients start talking with us during their land search or before financing is finalized.
What should I bring to my first meeting?
Your completed tools, any plans or photos you like, your land details if you have them and your budget range.
Free estimate
Ready to talk about your home?
Bring your planning tools — or just your ideas. Cody will talk through your land, your plans and your budget.