New Home Setup • One-time package

NabbitIt™ New Home Setup

Get the money and household details of your new home organized from day one.

A new home comes with more than a mortgage. There are utilities to start or transfer, bills to organize, insurance and HOA payments to keep track of, new service providers to find, and a whole new monthly budget to understand.

NabbitIt™ New Home Setup helps you get those moving pieces organized so you know what needs to be done, what it will cost, and how your new home fits into your everyday financial life.

Your one-time New Home Setup includes:

• Initial onboarding consultation with your Nabbit
• Review of your mortgage payment and new-home related expenses
• Organization of utilities, insurance, HOA dues, and recurring household bills
• Help identifying services that need to be started, transferred, canceled, or updated
• Review of automatic payments and bill due dates
• Help organizing which account each household expense will be paid from
• Creation of a simple monthly home-expense plan
• Review of expected ongoing costs such as utilities, maintenance, lawn care, pool service, pest control, cleaning, and other household services
• Local home-service resource list for common needs such as house cleaning, lawn care, pool service, pest control, handyman services, HVAC, and plumbing
• A clear summary of your new-home setup
• A personalized checklist of anything still left to complete

Who is this for?

New Home Setup is a good fit if you are:

• Buying your first home
• Moving into a new home
• Purchasing a home on your own or with a partner
• Upsizing, downsizing, or relocating
• Moving into a home with new responsibilities like a pool, lawn, HOA, or larger utility costs
• Already moved in and realizing there are still a lot of loose ends to organize

Want ongoing help?

New Home Setup is a one-time service.

If you would rather have a Nabbit continue keeping your household finances organized after your move, your Nabbit can also help you transition into ongoing Personal Bookkeeping.

New Home Setup: $179 one time

Local service-provider suggestions are provided as a convenience and are not guarantees or endorsements of third-party services.

NabbitIt™ provides bookkeeping and financial organization services. We do not provide tax, legal, mortgage, lending, insurance, investment, or financial planning advice.