RESERVE STUDY COMPANION

See what your
funding choices
mean over time.

Explore the projects, costs, and funding in your existing professional reserve study. Compare contributions and see how different choices affect projected reserves.

Ask about your community

Start with your existing study and reserve professional.

WILLOW COURTIllustrative example
THE BOARD’S QUESTION

Fund the roof. Rebuild reserves.

A roof replacement is planned for 2030. The board wants reserves back to 70% funded by 2032.

Monthly dues / home$250/ mo

Your starting point

Annual reserve contribution$24,000

50 homes · equal contributions

Projected reserve balance2027–2032
Current plan: projected reserve balanceFictional funding comparison. After a roof project in 2030, the projected 2032 reserve balance is $84,000. The current plan ends at $84,000; the additional funding example ends at $129,000. No investment return or inflation is modeled in this simplified illustration.$140k$115k$90kRoof project202720282029203020312032
Current plan$84,000 in 2032

The current plan reaches about 47% funded in 2032, below the board’s example goal of 70%.

Projected funding in 203247% / 70% example goal

Percent funded compares reserves with the study’s estimate of funds needed for component wear to date. The 70% target belongs to this fictional board.

Simplified example: five additional contributions in 2028–2032; a $180,000 fully funded balance in 2032. No investment return or inflation modeled. Your study and professional guidance determine your plan.

↑ Switch between the two funding examples.
WORK WITH YOUR EXISTING STUDY

Put the funding
plan in context.

Your professional’s finalized report remains the official study. Companion gives the board a working view alongside it.

01

“What’s coming up?”

See the projects and projected costs behind the funding plan, year by year.

02

“What are our options?”

Compare funding alternatives and explore what a change could mean for contributions and reserves.

03

“How do we explain it?”

See the projected contributions and expenses behind each option, so you can explain the tradeoffs and discuss them with your reserve professional.

Let’s start with your study. We’ll confirm the format, permissions, and availability for your community. Access and terms are agreed separately.

PART OF THE CONTINUUM PLATFORM

Carry the plan
into board decisions.

Full Continuum brings monthly financials, annual budgets, vendor costs and contracts, reserve planning, and past decisions together. Review the plan alongside what your community is actually spending.

Explore the full platform
Financials Monthly reports & comparisonsBudget & vendors Costs, assumptions & contractsBoard records Decisions & supporting documents
SEE CONTINUUM

Bring your board’s
next question.

Explore Continuum with Nick, the founder and a fellow board member.
See how it could help with the work in front of your board.

No documents needed. No preparation required.