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Daily Money Manager

Protecting
financial
assets.

Athena Advocacy is committed to offering high quality money management services at a reasonable cost. We set a high standard of professionalism, working with our team and our external partners to set new standards in best practices. Athena Advocacy staff can provide money management services through court-appointed guardianships, as an agent under a durable power of attorney, or for trusts and estates.

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Daily Money Managers

Our experienced money management staff works diligently to oversee all aspects of a case, coordinating with our care and court teams. Our Health Information Specialist staff provides further support, ensuring that our records are complete and protected by state-of-the-art security.

Bill Pay

We can provide comprehensive or limited bill pay services, managing the complexities in our clients lives to give them the peace of mind that their needs will be met, and their assets protected.

Tax Preparation

We work with expert partners to provide seamless tax preparation services at a low cost, ensuring our clients receive the full benefit of an experienced team.

Insurance

Athena Advocacy oversees all types of insurances, including Medicare, supplementary policies, private health insurance, and property insurances.

Medicaid

Our Health Insurance Specialist ensures our clients are receiving all Medicaid benefits to which they are entitled. We can also assist with Long-term Care Medicaid planning to protect client’s wellbeing for the long run.

Reporting

Athena’s Daily Money Management team can provide detailed reporting, either to satisfy reporting requirements before a court, or to communicate important financial information to our clients. We will work with you to communicate this information in a way that works best for you.



"You and your staff were a godsend. You helped in so many ways quickly and efficiently, even offering to shop for gifts from Santa. When she needed something, it was done!"
Family Member

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