The Free Components List
Here, just for the asking, is a 450-item list of almost all the components of your property that need to be considered when creating a reserve plan. We send it to you as a WORD document so you can add, subtract and change items as you tailor it to your own particular property. More …
Free Reserve Planning Booklets
There are three of them. All courtesy of the State of California. Online. They include reserve study guidelines plus lots of information on operating budgets. Definitely worth a look! More …
Free All-in-One Plan-Display
Send us your current reserve plan and we'll turn it into an RFund rendition of it. It's be the clearest way you've ever seen your plan presented. We'll also provide our expert opinions of your funding schedule. More …
Free Expenditure Decision Expediter
What's an expenditure decision expediter? It's a cleverly designed worksheet that will help you enormously to use current reserve expenditures as a springboard for adjusting your plan's future and planned expenditures. More …
Free Investment Log Software
Your reserve fund's unused balances are invested in interest-earning accounts or certificates. Our IL software keeps you on top of where your money is, the rates you're getting, the term-durations and maturity-dates of your individual investments. More …
Free Copy of “Reserve Fund Essentials”
If you acquire copies of our book from us or from Amazon, you'll pay for them. But if you order RFund, our reserve fund software, you can get a copy free. Worth considering, especially when you see how little RFund software costs! More …
Free Chapter from “Reserve Fund Essentials”
Our most-read chapter from RFE is called “Update Your Reserve Plan Quarterly”. It also describes our central focus (and continual exhortation). Learn why we compare updating to 81mg of aspirin. More …
Free Guidebook
Create a Reserve Plan From Scratch
Here are nine pages of step-by-step directions that give you everything you need to build a reserve plan. These clear-as-a-bell guidelines give the planless community a chance to get something going … at last. Useful, as well, to Board Members who simply want to learn more about the elements of a typical, well-designed reserve study. More …
Free: Two Complete Reserve Fund Studies
This is a marvelous opportunity, especially for planners, to see how a highly-respected “pro” does it. One of the studies is on a high-rise condo and the other is the study for a townhouse development. This is a very special, free offer.More …
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