
Disorganized building documents and missing records
Little visibility into violations, contracts, or compliance deadlines
Reactive decision-making instead of proactive planning
Ongoing questions about staff or property manager performance
You’re not alone. And you don’t need to fire your super or change property managers to regain control.
✓ Organized Information
✓ Clear Systems & Dashboards
✓ Ongoing Strategic Guidance
✓ Accountability & Peace of Mind

We review, categorize, and organize critical building documents so your board knows exactly what exists—and what’s missing.
A tailored calendar that tracks NYC-specific filing deadlines, inspections, and recurring obligations.
Regular check-ins or meeting attendance to guide decisions, prepare for issues, and keep initiatives moving forward.
Access to experienced advisors when real-world questions arise between meetings.
Optional support for capital projects, transitions, audits, or special initiatives.
Is This Partnership Right for Your Board?
This Partnership Is Perfect For Boards Who:
Feel overwhelmed by disorganized information
Need help prioritizing competing building needs
Want to improve their working relationship with management
Are planning major capital projects
Need experienced strategic guidance—not another vendor
Your property manager handles the day-to-day operations—collecting maintenance fees, coordinating repairs, responding to resident requests.
We provide strategic support—organizing your information, building tracking systems, helping your board make informed decisions, and ensuring that nothing falls through the cracks. We work alongside your property manager to give your board the clarity and control you need to lead effectively.
Think of it this way: your property manager runs the building; we help you run the board.
Absolutely not. We work alongside your current property manager—we don't replace them.
Our role is to give your board the tools, systems, and strategic guidance you need to be more effective leaders—which actually makes your property manager's job easier. Clear expectations, organized information, and proactive planning benefit everyone.
It's an ongoing relationship where we become your board's strategic partner and outside expert.
We organize your building documents, build custom tracking dashboards, provide ongoing guidance, and help you navigate everything from daily operations to major capital projects.
Basically: when your board feels overwhelmed, we bring order to the chaos and make things manageable again.
The first month is all about understanding your situation and getting started on organization.
Week 1: We meet with your board to understand your biggest challenges and priorities.
Weeks 2-4: We begin gathering building documents from your property manager and start organizing what we receive into a structured system.
By month's end: You'll have your initial dashboard set up with whatever documents we've collected, plus a clear roadmap of priorities and next steps. This becomes our baseline as we continue building out your complete system.
Note: Document collection is an ongoing process—property managers vary in their responsiveness—but we start creating value immediately with whatever information is available.
Yes, we do. Our Strategic Advisory Partnership is ideal for self-managed co-op and condo boards that don’t have a property manager’s expertise to lean on, but still want expert guidance on compliance, projects, vendors, and budgeting. You stay in control, while The Folson Group acts as your trusted advisor and safety net.

The Folson Group, led by Tina Larsson and Mark Foley, are recognized as leading financial consultants and efficiency experts for co-op/condo boards and building owners.
With over 50 years of combined experience, they excel at analyzing complex financial data to deliver real-world results. The firm uses proprietary benchmarks, including operating and project cost data from over 200 buildings, to give clients a competitive edge.
Their expertise in cost reduction and value enhancement has helped clients achieve significant savings, with some buildings avoiding maintenance increases for up to 7 years. They are the go-to resource for many New York City co-op and condo boards.
© Strategy Advisory Plan | A Service of The Folson Group