Consulting ––

Sometimes, all you need is a little advice from someone with a fresh perspective.  An independent opinion can be extremely helpful when you are working to solve a problem.  Our senior team is available to help you work through the issues at hand and develop a plan to resolve them.

Your board of directors will benefit from our senior team's collective experience of over 65 years in HOA operations and management.  Here are some examples of how we can help you with our consulting services:

• Reviewing your governing documents for compliance with California law
• Determining appropriate reserve funding levels
• Developing preventative maintenance programs
• Creating an annual calendar of routine maintenance items
• Planning and review of annual disclosures required by California law
• Preparation of the annual budget to determine the assessment per member