Why a Proactive 10-Year Plan Matters
Strategic financial planning transforms how your HOA manages budgets, assessments, and capital projects.
Eliminate Budget Surprises
Anticipate upcoming expenses—roofs, paving, pool renovations—and build them into your long-term budget so you never scramble for special assessments or emergency funds.
Stabilize Assessments
By predicting when and how much fees must increase, you smooth out rate adjustments over time, protecting homeowners from sudden spikes and bolstering community satisfaction.
Maximize Reserve Fund Health
Ensure reserves grow appropriately to cover planned projects and unexpected repairs, minimizing reliance on high-cost short-term borrowing
Preserve Property Values
Well-maintained common areas and facilities translate directly into stronger home values and more marketable communities.
Our Comprehensive Process
A Methodical approach to creating your customized financial roadmap.
1
Data Gathering & Analysis
We start by reviewing your current reserve studies, historical financials, insurance requirements, and vendor contracts to build a holistic picture
Reserve Studies
Financial Statements
Vendor Contracts
2
Stress-Testing Scenarios
Through multiple "what-if" simulations—ranging from accelerated deterioration to economic downturns—we validate that your plan holds up under real-world pressures.
Market Downturns
Cost Overruns
Emergency Repairs
3
Customized Funding Roadmap
We start by reviewing your current reserve studies, historical financials, insurance requirements, and vendor contracts to build a holistic picture
Reserve Contributions
Capital Projects
Fee Adjustments
4
Ongoing Monitoring & Adjustments
Annual and Semi Annual check-ins and quarterly performance reviews keep your plan on track. We flag shifting market conditions or project delays early, so you can pivot with confidence.
Annual Reviews
Quarterly Updates
Strategic Adjustments
What You'll Get
Comprehensive tools and resources to implement and communicate your financial plan.
10-Year Forecast Report
Visualize cash flow, reserve balances, and fee impacts at a glance with our easy-to-use digital dashboard.
Project Priority Matrix
Rank repairs and replacements by urgency, cost, and impact on property value for optimal decision-making.
Board-Ready Presentation
Professionally designed reports and slide decks to secure member buy-in and clearly communicate the financial strategy.
Dedicated Advisor Access
Direct access to your advisor for questions, updates, and strategic advice throughout your planning horizon.
Get Started Today
Let's safeguard your community's financial future with stress-tested, decade-long planning.
(801) 810-7225