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Demystifying HOA Finances—One Homeowner at a Time

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Our Mission

HOA Financial Academy was created to empower homeowners, board members, and professionals with free, unbiased, and easy-to-understand education about HOA finances. We believe transparency leads to stronger communities—and fewer financial surprises.

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Why We Started

HOAs manage billions of dollars annually, yet most residents (and even board members!) struggle with basics:

  • “Why are fees so high?”

  • “Is our reserve fund healthy?”

  • “Can the HOA really foreclose over unpaid dues?”

Founded in [Year], we saw a gap: No centralized, jargon-free resource explaining HOA money matters. So we built it.

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Who We Help

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Homeowners & Residents

Understand where your fees go, how to spot red flags, and what rights you have.

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HOA Board Members

Learn fiduciary duties, budgeting best practices, and how to avoid legal pitfalls.

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Real Estate Pros & Advisors

Get quick checklists to protect clients from financial surprises at closing.

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Our Promise

  • Free & Always Will Be: No paywalls, no sponsored content—just facts.

  • Plain English: No confusing legalese or accounting mumbo-jumbo.

  • Actionable: Tools, templates, and scripts you can use today.

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Meet the Team

[Optional: Bios/photos if you have contributors. Example:]
“Jane Doe, founder, spent 10 years as an HOA treasurer before launching this site after seeing one too special assessment disputes.”

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Have Questions or Ideas?

We’re constantly expanding our resources. info@HOAWealthAdvisors.com or [Join Our Newsletter] for updates!

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​If you would like to request additional information or would like a personal evaluation and help from an HOA Financial advisor please contact us:

HOA Wealth Advisors

HOAWealthAdvisors.com

801-810-7225

The information provided on HOA Financial Academy is for general educational purposes only and should not be construed as financial, investment, tax, or legal advice. The content is not tailored to your individual financial situation, and we do not act as your financial advisor.

Before making any financial decisions, we strongly recommend consulting with a qualified professional who can assess your personal circumstances and provide personalized advice.

While we strive to ensure the accuracy and reliability of the information presented, we make no guarantees regarding its completeness, timeliness, or suitability for any particular purpose. Investing and financial decisions involve risks, and past performance is not indicative of future results.

By using this website, you acknowledge and agree that HOA Financial Academy and its creators are not liable for any losses or damages arising from your reliance on the information provided.

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