Discovery
We schedule a discovery call to understand the client's situation, goals, and complexity. We recommend the right service package and confirm scope in writing before anything is signed.
About Granitefield Financial
Professional Financial Administration for Seniors, Families, and the Professionals Who Serve Them
Mission
Why Granitefield Exists
Seniors and their families deserve a professional, documented, accountable partner to handle the financial administration side of aging — the bills, the reconciliation, the monthly reports, the fraud monitoring, the document organization. Not a bank. Not a CPA. Not a family member. A dedicated daily money manager who shows up every month and keeps everything organized. Granitefield Financial exists to fill that gap — in Fort Mill, across the Carolinas, and for every family that needs it.
How We Work
Our Process
Onboarding
We collect six standard authorization forms — bill payment, third-party communication, emergency contacts, electronic delivery consent, and POA coordination as needed. All signed electronically via DocuSign. All stored in the client's encrypted SmartVault portal.
Setup
We establish access to all designated accounts, set up the bill payment workflow, organize existing documents, and build the financial baseline.
Monthly Cycle
Every month: accounts reconciled, bills coordinated and verified, financial summary report prepared and delivered via SmartVault to the client and all authorized parties. Any irregularities communicated immediately.
Ongoing
Periodic review calls as appropriate to the engagement. Open communication with the client's attorney, CPA, and care team throughout.
Commitment
Granitefield Financial provides administrative financial oversight only. We are not investment advisors, attorneys, CPAs, or insurance agents. We coordinate with those professionals at the client's direction. We never make financial decisions on a client's behalf without written authorization. Every action is documented. Every report is structured. Every engagement has a defined scope.
How we operate
Member, American Association of Daily Money Managers. AADMM is the national professional association for this work. Membership means holding to its standards of practice and code of ethics.
Professional liability insurance. We carry errors and omissions coverage. If you’re an attorney or advisor evaluating us for a client, we’re glad to confirm details directly.
Your money stays yours. We never take custody of client funds. We don’t hold assets, we’re not named on accounts as owner, and we don’t move money to ourselves. Every payment goes from your account to your payee, and every one of them shows up in your monthly report.