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Reserve Study Update

Update your reserve study instead of starting over.

Since your last study, projects got done and prices moved. A Reserve Study Update brings it current: what changed, what that does to your funding plan, and what the board should do next.

Who it is for: Associations with a prior reserve study that can still serve as the starting point. If yours can't, we tell you before you pay for an update.

Having a prior study does not by itself make an update the right fit. We confirm that first, and your original study stays exactly as it was issued.

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The Ballast Guarantee

The Ballast Guarantee: every number traced, every calculation right. If we got it wrong, we fix it, reissue it free, and refund what you paid for that study.

Read the full Ballast Guarantee

How an update works

  1. 01

    Check

    We check your last study first

    If it can't serve as the starting point, you know before you pay for an update.

  2. 02

    Send

    You send what changed

    Completed projects, invoices, bids, condition changes and your current reserve balance. We line them up against your last study.

  3. 03

    Measure

    We show what it means in dollars

    The update ties each change to your reserve position and funding plan, rather than issuing another schedule.

  4. 04

    Decide

    The board gets a clear next step

    What needs attention now, what did not change, what is still open, and what to do next.

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Start with the question

Not sure which you need? Start with a check.

Anything you have already told us carries into your quote, so you are not asked twice.