Long-Range Reserve Plan Template for Your HOA

Congratulations on taking your next step into successfully planning for your community’s financial future!

If you find you need more advanced tools to include special assessment funding options, loan amortization, or other funding sources we have an upgraded tool ready for you. Contact us at [email protected] for more or if you would like to schedule a 15-30 minute training session on how to use this planning tool.

This is a manipulatable planning tool that helps you combine:

  1. Actual Reserve Funds on Hand Plus Planned Contributions
  2. Board Wish List Projects
  3. Reserve Study Projections
  4. Real World Bids (often used in lieu of Reserve Study Projections)

All of these can be scheduled on a timeline of your choosing!