Service Packages & Pricing

Choose the Level of Support That Fits Your Needs

From core monthly oversight to higher-touch coordination, our service packages are designed to provide clarity, consistency, and dependable support — without surprises.

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Service Packages

Three Tiers of Structured Financial Oversight

Every package includes a documented, consistent process. Select the tier that matches your level of complexity and coordination needs.

Stewardship

$450/month

Up to 3 hours/month

Foundational monthly oversight and organization.

Bill Intake & Payment Coordination
Vendor Management & Communication
Monthly Account Reconciliation
Secure Digital Document Vault
Expense Tracking & Categorization
Monthly Financial Summary Report
Cash Flow Monitoring & Reporting
CPA & Financial Advisor Coordination
Budgeting Oversight & Variance Alerts
Quarterly Financial Review Session
Insurance Claim Submission & Tracking
Estate Administration Support
Enhanced Fraud Monitoring Assistance
Mail & Physical Document Processing
Monthly Strategy & Review Call

Who this is for: Ideal for individuals or families who need consistent, reliable financial organization without complexity.

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Overage & Add-On Services

Flexibility for situations that require work beyond your included monthly hours.

Overage Policy

Work performed beyond the included monthly hours is billed at $150 per hour, in 15-minute increments.

You will always be notified and must provide written approval before any overage work is performed. There are no surprise charges.

Available Add-On Services

Billed at $150/hour

Special projects (e.g., historical document organization, net worth statement)
Insurance claim submission and tracking (Stewardship & Oversight clients)
Mail processing and scanning
On-site visits (billed for time and travel)

Common Questions

Frequently Asked Questions

Answers to the questions we hear most often about our packages and process.

What happens if my needs exceed the included monthly hours?

Work performed beyond the included monthly hours is billed at $150 per hour, in 15-minute increments. You will always be notified and must provide written approval before any overage work is performed.

Are add-on services available?

Yes. Add-on services are available at $150 per hour and include special projects such as historical document organization, net worth statement preparation, insurance claim submission and tracking (for Stewardship and Oversight clients), mail processing and scanning, and on-site visits billed for time and travel.

Can I change my package after starting?

Yes. Package adjustments can be discussed at any time. We will review your current needs and recommend the most appropriate level of support going forward.

Is there a contract or minimum commitment?

Our engagements are governed by a Client Services Agreement. Please contact us to discuss terms and any minimum commitment requirements.

Do you provide legal, tax, or investment advice?

No. Granitefield Financial provides administrative, organizational, and coordination services only. We do not provide legal advice, tax advice, investment advice, or financial planning requiring licensure.

How do I get started?

Schedule a complimentary consultation. We will discuss your situation, answer your questions, and recommend the package that best fits your needs.

Scope Clarification

All service packages are governed by the terms of the Client Services Agreement. Granitefield Financial provides administrative, organizational, and coordination services only. Our services do not include investment advice, tax advice, legal advice, or financial planning requiring licensure.

Ready to Bring Order to Your Financial Responsibilities?

Schedule a complimentary consultation. We will discuss your situation and recommend the package that best fits your needs.

Schedule a Consultation Contact Us

941-301-8328