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HOA Leader Checklists
7 Things to Consider in Asset Protection

The checklist below is an example of what we consider most worthy of your attention. We would be happy to meet with your Board Members and help you build a customized version for your use. Please note that the offer to help you should not be considered a solicitation for business services. You are welcome to contact us regarding any questions you might have.

Your financial oversight includes protecting the HOA’s assets. Here are seven things to consider.
1. Start with a comprehensive physical inspection.
2. Check whether any laws govern the level of reserves you’re required
to maintain.
3. Give your reserves a checkup, and calendar your next reserve study.
4. Review your insurance coverage.
5. Update to insure at replacement value, if it’s not current.
6. Check your deductibles, and resist the urge to go too big.
7. Check whether you’re subject to any bond requirements.
​

Contact us for a free consultation. Please remember to tell us if you are currently under contract and the services covered in the scope. It will help us keep our responses ethical. Thanks!

    TEXT or CALL Today!  760-644-8426  or Email Below

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  • HOME
  • Search
  • Premier Properties
    • Windermere Mktg Resources
    • Luxury Agency Mktg Resources
    • Social Media Agency Resources
    • 3D Virtual Reality Tours
    • Stunning Aerial Video
    • HD Media Photography
    • Professional Digital Staging
  • Luxury Collection
    • Why Windermere?
    • Mission Strengths Values
    • Luxury Prestige Homes
    • Luxury Marketing Leader
    • Luxury Home Approach
    • International Luxury Marketing
    • 3D Virtual Reality & Aerial Video
    • Luxury Home Seller Tips
    • Biggest Luxury Seller Mistakes
  • CONTACT US