A Reserve Fund Study your Board can plan decades around.

What We Prepare

The reserve study your association relies on.

In the United States it is most often called a reserve study. Our Reserve Fund Study is the same deliverable, prepared to recognized standards for associations that need a defensible long-range plan.

Every engagement begins with a full inventory of the association’s major components, a condition inspection, and a long-range funding forecast across multiple funding approaches. The result gives a volunteer Board a clear read on where the reserve stands and what to contribute to keep it on track.

Reserve requirements differ by state and continue to develop. We prepare each study to the expectations that apply where your association sits, and confirm the specifics for your community as part of the proposal, so the report holds up when an Owner, a lender, or an insurer asks how it was reached.

A Specialist Practice

A higher standard of reserve planning for your state.

We bring deep reserve-planning experience to associations across the Pacific Northwest and Upper Midwest, with every study prepared to recognized standards and to your state’s requirements.

• →Standards-based. Studies prepared to recognized reserve-planning standards and to your state’s requirements.
• →Remote-capable by design. Most of the engagement runs in a shared workspace, so distance and the border do not slow the work.
• →Independent throughout. No ties to contractors or vendors, so the recommendations serve the Owners and no one else.