New Financial Resource
HAVEN-P: A New Way to Understand HOA Financial Position
HAVEN-P is a preliminary financial diagnostic and reporting framework for community associations, developed by HOA Financial Academy.
HOA Wealth Advisors is a separate affiliated advisory firm
What is HAVEN-P?
HAVEN-P provides a clear, objective view of an association's overall financial position, based on key factors that influence long-term financial health.
Reserve Funding
Capital Obligations
Liquidity
Operating Conditions
Funding Structure
Long-term financial planning
What HAVEN-P is Not?
HAVEN-P is a diagnostic and reporting framework, not a replacement for other important resources.
What Happens After a Board Reviews Its Financial Position?
A HAVEN-P assessment can help boards identify key areas of focus and inform next steps, including:
Not a reserve study
Not an Audit
Not a securities rating
Not an investment-performance rating
Not a guarantee
Not a requirement to Hire HOA Wealth Advisors
Reserve-funding strategy
Liquidity
Dues Planning
Capital-project funding
Assessment scenarios
Long-term financial planning
Board decision support
Implementation of an approved strategy
A Clearer Lens for Stronger Communities
HAVEN-P gives HOA boards a straightforward, independent view of their financial position, so they can plan with greater clarity, confidence, a long-term perspective.
Objective Perspective
Informed Decision Making
Stronger Communities
A consistent framework for evaluating key financial factors.
Helps boards focus on what matters most.
Supports long-term financial health and stability
Affiliate Disclosure
HOA Financial Academy and HOA Wealth Advisors are affiliate organizations. HOA Financial Academy owns and administers the HAVEN/HAVEN-P framework.
Use of the HAVEN-P Registry does not require and engagement with HOA Wealth Advisors