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Engagement Overview

Handled at Home provides comprehensive household management services designed to meet the level of oversight each household requires. ​​​

​The options below provide a general overview of

how clients typically engage our services. 

Our Engagement Approach

We approach each engagement with structure, intention, and respect for the complexity of our clients' households. The process below outlines what clients can expect. 

1

Consultation Request

Clients begin by submitting a consultation request to share initial context and areas of interest.

2

Consultation & Alignment

A consultation is scheduled to better understand the household, priorities, scope of support, and to determine service alignment.

3

Thoughtful Scoping

Support is carefully outlined based on household complexity, oversight needs, cadence, and anticipated duration.

4

Engagement Agreement

The engagement is formalized through a written agreement outlining services, structure, and terms. 

​​

Our client's privacy is integral to our work. Non-disclosure agreements are available and routinely executed.

5

Tailored Engagement

Services are delivered with continuity and discretion, adapting as household needs evolve over time. 

6

Ongoing Stewardship

Engagements are periodically reviewed to ensure continued alignment, effectiveness, and value.

Next Steps

Exploring the right level of support begins with a conversation. 
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Serving North Texas

Allen
Dallas
Frisco
Lucas

 

McKinney
Plano
Prosper
Richardson

 

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