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From consultation to fully managed household.

Helm is built around one principle: your household manager should know your home as well as you do. Here's how we get there, and what working with Helm actually looks like.

1
The consultation

We talk through your household. No commitment required.

Every engagement starts with a conversation. We want to understand your home, your current situation, and what's not working. We'll ask about your home, what's currently working, what isn't, and how decisions get made.

If Helm is the right fit, we'll recommend a plan and walk you through what onboarding looks like. If it isn't, we'll say so. The consultation is complimentary and takes 30 minutes, by phone or in person.

2
The home audit

Your manager learns your home inside and out. The result is your home manual.

Before management begins, your Helm manager conducts a full audit of your property. Every system, every vendor relationship, every appliance, every warranty, every preference; documented and organized into your home manual.

The home manual is yours. It's the single source of truth for everything about your home, and it's how your manager arrives at month one already knowing your property the way you do.

What gets documented
  • All household systems: HVAC, plumbing, electrical, irrigation, security
  • Appliances, warranties, and service records
  • All vendors and service providers with contact details and performance notes
  • Seasonal maintenance schedule tailored to your property
  • Your standards and preferences
One-time home audit fee: $750–$1,500 depending on property size and complexity. Credited toward your first month if you sign within 30 days. If you have a recent property inspection report, the fee is reduced by 50%; we build on what's already documented rather than starting from scratch.
3
Getting started

Before we start, we establish exactly how decisions get made.

The difference between a household that runs itself and one that still lands on you is clear decision-making authority. Before management begins, we establish three things:

  • Spending authority: work under an agreed threshold gets approved and executed without asking. Work above it comes to you with a clear recommendation.
  • Billing preference: Helm can pay subcontractors directly and pass charges through on a consolidated monthly invoice, or you can pay service providers directly. Either works.
  • Communication cadence: how often you want updates, in what format, and what rises to the level of a call versus a written summary.

Once these are established, your Helm manager is the primary point of contact for your household. You receive regular updates and a monthly household summary covering what was completed, what's coming up, and any decisions or projects you'd like to add to the agenda. It's your standing channel to weigh in without having to initiate a separate conversation. Everything else is handled.

4
Ongoing management

Your household runs. You stop thinking about it.

From month one, Helm owns the day-to-day. Maintenance happens before it becomes a problem. Projects move forward. Decisions within your agreed threshold are made and executed without it landing on you.

We review scope together every quarter. Your household needs evolve: a renovation starts, a staff member changes, your situation shifts. The quarterly review is where we adjust, so the engagement always reflects what your household actually needs. Your home manual evolves with it; staying current as your property, your team, and your preferences change.

A note on trust

Your manager works inside your home. We take that seriously.

Household management is built on access and discretion. Your Helm manager works inside your home and on your behalf with the people and service providers who keep it running. That access comes with serious responsibility, and we treat it that way.

Confidentiality
Every Helm manager signs a full confidentiality and non-disclosure agreement before working with their first household. Every engagement is governed by a signed service agreement.
W-2 employees
All Helm managers are W-2 employees, not contractors. Vetted, insured, and covered under our workers' compensation policy. You are never responsible for their employment.
No markups, no conflicts
Vendor invoices are passed through at actual cost. We never earn commissions or referral fees from the service providers we recommend. Our only financial relationship is with you.

Ready to see if Helm is the right fit?

The consultation is the right place to start. We'll talk through your household, answer any questions you have, and be straightforward about whether Helm makes sense for your situation.

Schedule a Consultation