Reserve Study Reviews
A second opinion on a Reserve Study or SIRS you already have by a credentialed specialist.
Not every question needs a new Reserve Study to be answered. Sometimes a board needs an existing report reviewed, a concept explained before a vote, or help preparing a funding plan presentation owners will support.
A second opinion on a Reserve Study or SIRS you already have by a credentialed specialist.
A plain-English walkthrough of reserve concepts for your board or membership before a budget vote, so the decision is made on founded understanding.
Working sessions that turn a Reserve Study's initial recommendations into the funding plan your board adopts, with the tradeoffs of each option made visible.
Consulting engagements are tailored to your specific question or need. Our feedback will come with full transparency. If a review shows your existing Reserve Study is sound, that is the finding. If a one-hour board session can solve the problem a full Reserve Study was quoted for elsewhere, we'll note that as a possibility. The goal is to provide a positive value for every client, every time, regardless of scope.
Consulting is also how many individuals and boards meet us before a Reserve Study may be due. A review or education session is a low-stakes way to see how we work, and it leaves your board better equipped for future financial success.
Describe what your board is wrestling with. If consulting is the right size, we will scope it that way. If you need a full study, we will say that instead.