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Owned & Founded by Co-Lee Grev


A Reserve Consulting Company

"Home is where the heart is. Protect your home, secure your assets."

-Meera Srinivasan

About Us

We are a leading reserve consulting firm in Southern California for Common Interest Developments, specializing in managing and providing reserve studies and budget consulting.  

Suburb Neighbourhood

"The greatness of a community is most accurately measured by the actions of its members."

-Coretta Scott King


Experience You Can Trust

Reserve Study

We provide reserve studies to all types of common interest developments, private clubs, churches and water districts.

Reserve Management Plan

Budget Consulting

We provide Reserve Management plans, which are a comprehensive process of reserve planning in collaboration with the Board of Directors and management company, to appropriately plan the capital budget needs of the entity over a 30-40 year funding cycle.

We provide detailed budget consulting to assist the Board of Directors in reviewing all the needs of the community and provide insight as to options for properly funding.

"If the plan doesn't work, change the plan, never the goal."


Book a Consultation


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Let's Connect!

Email:  /  Tel: 858-735-5930   

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