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We asked our clients about some of the most their most frustrating personal finance moments. Phone calls with banks, credit cards, insurance providers and other types of financial institutions where always at the top of the list.

Good News:


As an Athena Group client you don't have to go it alone. Put us on the line with any financial institution and we will be your advocate. We want our clients to feel cool calm and collected when it comes to their finances, so we are here to back you up.

To schedule a call fill out the contact form below or call the office. Make sure to let us know the date and possible times of the call, the financial institution we will be dealing with and the nature of the issue.

Financial Advocate calls are complimentary for all Platinum and Gold level clients. 

For our Silver and NextGen clients calls will be billed at the standard hourly rate.

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