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.