Get a done-for-you capital plan for your condo or HOA board
We pull your operating expenses, reserves, insurance, debt, and special assessments into a single five-year plan, built for your Florida association and delivered as a board-ready report.
What we do
As financial pressures on Florida associations build, going without a plan is a real risk.
SIRS raised the stakes, insurance rates keep climbing, members are tired of special assessments, and the experts you've hired each focus on their own piece instead of the full picture you need.
We handle the spreadsheets and loose ends, then give your board a clear view of its finances and a five-year plan. You see what's coming and can act long before it turns into an emergency.
What we deliver
Capital planning, off your plate.
A five-year capital plan that brings your association's full financial picture together, built for you and presented to your board.
Your whole picture in one place
Operating expenses, reserves, insurance, debt, and special assessments, modeled together instead of living in five spreadsheets that never reconcile.
Scenarios before you commit
Finance the concrete work or assess for it? Ladder the reserves or hold cash? See it modeled before the board votes, instead of finding out after.
A report your board can actually read
Plain language, light on the financial jargon, so every member can follow it.
Kept current, every quarter
We refresh the plan and walk your finance committee through what changed, so it never sits stale in a drawer.
How it works
From a pile of documents to a plan.
Send us what you have
Share your reserve study, recent financials, insurance declarations, loan documents, and governing docs. We'll take it from there.
We build your plan
Your plan includes an integrated five-year model, the scenarios that matter for your goals, and a clear set of recommended actions.
We walk you through it
We sit down with your board or finance committee, present the plan, and answer every question.
We keep it current
Each quarter we refresh the plan and brief your committee, so when a decision comes up, the model already has the answer.
No cost, no obligation.
See exactly what we'd build for your association.
On a 30-minute call, we'll talk through your association's situation and show you a sample plan, so you know what you'd get before you decide.
Get your capital plan