Every dimension of your housing decision.
Every dimension of your housing decision.
The Home Catalyst Roadmap
$499 — Flat Fee | One-on-One | Broward & Palm Beach Counties. A comprehensive housing financial review — not a listing pitch, not a mortgage application, not an insurance quote.
The Home Catalyst Roadmap is a one-on-one review of your home’s role in your financial life. It analyzes your equity, mortgage, insurance, and life goals to uncover insights most homeowners never receive. Intake is personalized to focus on your real concerns.
At the end you get: Your top 3 risks, top 3 opportunities, and a prioritized next-step plan, all specific to your situation.
Home Catalyst Review Process
Before your session, you’ll complete an intake form (covering home value, mortgage, insurance, and your priorities) to shape the review focus.
Our review covers seven specific areas: Stay-vs.-Move, Retirement & Tax Timing, Equity Use, Home Improvement & Insurance, Mortgage & Risk, Downsize Timing, Estate & Legacy.
Each area is mapped to your situation. After the session, you receive an actionable summary—top risks, opportunities, and your prioritized plan.
Commitment Framing
Your $499 fee secures a focused, high quality review. This is not a sales call—no listings, no mortgage quotes, just an objective analysis of your options and exposures.
The only product being sold is clarity.
Designed as Ongoing
The Roadmap is designed to be the start of an annual housing review relationship, not a one-time transaction. Renewal updates your numbers, market changes, and position. Annual renewal: $349.
Secondary Services
Additional Ways to Work Together: James offers real estate brokerage, mortgage guidance, and insurance review in Broward and Palm Beach counties. These are natural follow-ons after the Roadmap.
Real Estate Brokerage: Exclusive Buyer representation with analytical evaluation. Mortgage Guidance: Financing structure analysis. Insurance Review: Coverage review, wind mitigation, improvement impact.
Take our free Homeowner Housing Assessment.
Take our free Homeowner Housing Assessment.