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Financial Agent

Balancing
care and
finances.

A financial agent is an agent under durable power of attorney. When you see someone you love struggling to manage their financial or personal affairs, it's only natural to want to help and protect them. Seeking help and protection for a person who is having trouble managing their personal care, finances, or other day-to-day responsibilities involves a delicate balance.

Schedule Consultation


Working Through Your Choices

An agent plays a limited, specific role in the life of the person that they serve. The boundaries of their position are clearly spelled out in the document that appoints them as agent.

Flexible Services

Once a power of attorney document is executed, the principal has the power to revoke and amend at any time as long as she or he has capacity. The principal remains in control, and our role is to support the principal at his or her direction. Under a power of attorney, the services we can provide include real estate and asset management, reviewing medical records, and dealing with creditors, to name only a few.

Immediate Action

Athena Advocacy can rapidly onboard clients under a Durable Power of Attorney, allowing us to respond to crises and concerns quickly.



"They walked in the door and the chaos got quieter. That's the only way I can describe it." 
Family Member

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