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Submit Information for an Initial Evaluation
HOA Wealth Advisors helps community associations evaluate financial planning, reserve funding, liquidity, capital obligations, reserve investments, and other significant financial decisions.
Provide the information currently available about your association and the financial questions facing the Board. We will use the information to better understand the association’s position and determine what additional analysis may be appropriate.
You do not need to know which HOA Wealth Advisors service is appropriate before submitting information.
Initial Evaluation
What Happens Next
01
Submit Information
02
Preliminary Review
03
Next Steps
Provide the association information and documents currently available.
We review the information to understand the association’s financial position and primary questions.
If appropriate, we contact the association representative regarding additional information or a conversation.
What to Have Available
You do not need every item before beginning. Helpful information may include your current annual budget, recent financial statements, reserve study, approximate operating and reserve balances, known capital projects, and the Board’s current financial questions.
Association Financial Information Request
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