Step 1
Discovery & Budget Planning
This is where we align vision, scope, and money before anyone draws a permit set or swings a hammer. It is deliberately thorough so you start with clear expectations and a plan that fits your goals.
What Happens In This Step?
Consultation or On-Site Walkthrough
We meet to understand how you live, what you want to change, and the look you love. If you are still shopping, we can walk a property you have not purchased yet to outline potential and constraints so you can buy with confidence.
We also talk openly about your desired investment range and how far it will realistically go based on our continuous work in South Florida. Clients come to us either budget-led or design-led, and we are fluent in both approaches.
Define Scope & Aesthetic
Together we outline rooms, features, and priorities. We collect your inspiration images to calibrate the design direction early.
The goal is a clear renovation roadmap that makes sense for your home and lifestyle.
High-Level Concepting
Where helpful, we share initial architectural and design concepts to maximize the project's potential. These are used to test ideas and refine the scope before you commission detailed design work.
How We Think About Budgets
Two Entry Paths:
Budget-led means you share a target number and we show the smartest way to allocate it across the home.
Design-led means you describe the transformation you want and we estimate what it will take.
Either way, you get honest numbers early.
What We Budget For
Your estimate covers construction, design-related materials, and if applicable furnishings and decor.
Capturing materials early matters because all approved design materials are later purchased through Palm Club Logistics, which safeguards warranty chains and delivery quality.
What You Will Leave With
A written scope outline that lists the spaces and priority items included in your renovation.
An estimated budget broken into logical buckets, such as construction and design materials, with a total project budget, so you can decide with clarity.
Aesthetic brief compiled from your inspiration and our guidance, which becomes the target for future selections and drawings.
Go-or-refine decision on whether to proceed to contractor proposals or revise scope first.
What This Step Does Not Include
Permit-ready architectural plans or engineering documents. Those are not produced in Discovery and are handled later with your general contractor and stamping architect.
Detailed finish schedules or full elevations. These are created in the Design and Materials phase after proposals are aligned.
How This De-Risks The Project
Scope discipline avoids paying to design items that will never be built.
Budget honesty prevents mid-stream sticker shock and timeline drift.
Materials awareness sets up smooth procurement later through Palm Club Logistics, including receiving and inspection that keep warranties intact.
Frequently Asked Questions
Next Step
When you are comfortable with scope and budget, we move to Scope & Contractor Proposals, where we originate and review detailed bids so you can select the right build partner with confidence.


