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Reserve and assessment decisions made clear, defensible, and easier to communicate.

We help HOA boards understand reserve funding risk, model assessment options, and deliver a board-ready decision packet plus homeowner-friendly communication to reduce confusion and conflict.

  • Reserve & assessment analysis with clear options
  • Decision support for votes, timing, and tradeoffs
  • Homeowner communication support (FAQ + slides + messaging)
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Built for HOA boards, treasurers, and property managers navigating high-stakes funding decisions.

Most boards don’t struggle with “the math.” They struggle with the decision.

 

Reserve studies and budgets can still leave you with the real question: How do we fund this responsibly, and explain it to homeowners without triggering panic?

 

  • Your reserve study exists, but it doesn’t translate into a clear assessment path

  • You’re trying to avoid a surprise special assessment, or justify one if needed

  • Homeowners are anxious, skeptical, or frustrated about dues increases

  • The board needs options with tradeoffs, not a spreadsheet dump

  • You want a plan you can stand behind if challenged

 

What you’ll have at the end of this process

A clear funding picture

Where you stand today, what’s coming, and what’s actually at risk.

Three defensible options

Assessment paths modeled with assumptions and clear tradeoffs.

A board-ready decision packet

Designed for meetings, votes, and documentation.

A communication plan homeowners can understand

Plain-English messaging that reduces confusion and backlash.

Natasha Henricks, Service Plus Community Management

 

 “As a property manager, I’m balancing a lot. Board priorities, homeowner expectations, vendors, and timelines. Jay’s analysis gave the board clear options and tradeoffs, and it supported the work I was already doing for the community by turning complex information into a decision-ready plan. The communication materials also reduced confusion and made meetings much smoother.”

Todd Rigg, Board President

 

“As President, I needed more than opinions. —I needed a plan we could defend. Jay’s assessment and reserve analysis was detailed, well-documented, and presented in plain English. It gave us confidence in the direction we chose, and it helped us communicate the rationale to homeowners without unnecessary drama.”

This service is a fit if…

 

  • Your HOA is facing major repair/replacement decisions

  • You need to plan dues increases or assess homeowners responsibly

  • Your reserve study feels disconnected from board decision-making

  • You want fewer “surprises” and more predictable funding

  • You want homeowner communication that reduces conflict

 

 

About Jay Boykin

Jay Boykin brings CFO-level financial thinking to HOA boards when the decisions get real; reserves, assessments, and how to communicate changes to a community without lighting the place on fire.

He works with boards and property managers to translate complex reserve studies and financial statements into clear, defensible options. That means scenario modeling, plain-English decision support, and board-ready materials that help leaders align on a path forward. And because the hardest part is often the conversation, Jay also helps craft homeowner communications, FAQs, letters, and meeting materialsso people understand the “why,” not just the number.

Jay is known for being calm, practical, and direct. His goal is simple: help HOA boards make smart funding decisions earlier, reduce surprises later, and lead their communities with clarity and confidence.

Book a Discovery Call