Keep Your Capital Plan Accurate and Relevant

Your community's original reserve study was a critical first step, but it's a snapshot in time. Over 3-5 years, significant changes occur—projects are completed, new assets are added, unexpected repairs arise, and economic factors like inflation shift the financial landscape. An outdated plan can provide a false sense of security, leaving your community vulnerable to the very funding shortfalls and special assessments it was designed to prevent. Our On-Site Reserve Study Update is the essential check-up that keeps your financial strategy effective and relevant.

The key to this update is the physical site visit, which provides an unmatched level of accuracy. While a remote analysis can track finances, it cannot see the reality on the ground. Our specialists walk your property to visually identify premature wear, recent additions, and other critical changes that financial documents alone cannot reveal. This ground-truth verification ensures that your capital plan is based on the tangible, current condition of your assets, not on outdated assumptions.

This hands-on data is then integrated with updated market costs and your association's recent financial activity to create a revised and reliable funding plan. The result is a clear, actionable roadmap that empowers your board to meet its fiduciary responsibilities with confidence. By aligning your budget with the real-world needs of your property, you can avoid costly surprises, maintain the community's assets effectively, and protect the investments of every owner..