During this process we spec all finishes/fixtures/scope of work, and then provide a final "guaranteed" budget that will only change if hidden conditions arise (code/safety-related), scope of work changes (additional work added above the defined scope), or fixtures/finishes change (price will go up or down, based on the new selection and any re-work necessary).I strongly recommend you find someone with a similar process, who also freely offers up proof of licensing, insurance, 3-party reviews, and client references you can contact.Finally, if it's a long term play and you don't mind spending the money, consider the "phased" approach mentioned by @Nabil Suleiman.

I'd gently recommend to your tax preparer that they review that concept.  

Thanks again Theresa :) I'm thinking of contacting a real estate lawyer or CPA just b/c I've heard the agent is not always fit to give this kind of advice and they might not be the most unbiased. 

Hi @Dave Meyer thanks for putting this together and reviewing the intent on the recent podcast episode.

Cities in California are not allowed to have design review based on the new regulations. 

Confirm the QI you chose is insured, bonded, holds client's funds in a Qualified Trust or Qualified Escrow account, has reputable reviews from others, have been in the business a number of years, and has the expertise and experience to assist you and your clients.

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They will need to review your contract.

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