Purchase using the link above. Shortly after purchase you will get a unique login to start using the application.
Step 2: Build Component List
Enter or upload component list into the application. If you like we can assist you with this process at no extra cost.
Step 3: Create Funding Plans
Add starting balance, interest and inflation assumptions. Current, threshold and full funding plans can now be calculated.
Step 4: Generate Report
Generate reports and disclosures to distribute to members.
FJ Strategic’s innovative reserve study software simplifies the reserve study process, allowing even small boards to accomplish these critical objectives:
Improve budgeting and forecasting accuracy
Make better capital allocation decisions
Prevent underfunding reserves
Prevent or reduce “surprise” assessments
Gain clarity into your HOA’s or condo association’s true financial condition
Focus on strategic matters, not struggle with minutiae, like trying to track down your components.
Improve fiduciary service standards
Provide more control. Run scenarios at your leisure, rather than the outside consultant’s
FJ Strategic combines all the sophisticated financial analysis tools formerly available only to the consultants, and makes them available to you, the board members of small-to-medium-sized HOAs – and saves your owner/members thousands of dollars in the process.
With our secure, cloud-based platform you can:
Create and compare current, threshold or full-funding cash flow models
Easily input components using our upload interface and run batch updates, updating the remaing life of all components with one click
Run up to five “what if” scenarios
Create detailed capital reserve budgets
Calculate “percent funded” and projected “percent funded” levels under different scenarios
Generate reports and mandatory disclosures
Change assessment amounts based on ratio of ownership interest or unit size
Compare year-by-year snapshots of key metrics
Generate 30-year expenditure projections
Analyze inflation’s potential impact on your strategy so you can plan accordingly
Saving you thousands compared to what many HOAs spend on outside help.
Try before you buy! Click hereto access a demo version of the application
Easy to Read Dashboard
Generate Custom Funding Plans
Tabular and Graphical Results
Why choose FJ Strategic?
Speed: Most competitors have at least a week turnaround time, create your report in under an hour
Availability: You can access the software at any time, allowing you to make updates throughout the year instead of spending many hours updating once a year.
Customer Service: Allow us to import your component list at no additional cost. We will also respond to any question you have in a timely manner.
Experience: Built by experienced developers under the guidance of Professional Reserve Analysts
This Online Reserve Study Application has been developed with many more substantial features then you will find elsewhere at the same cost