Refer a client
Thanks for thinking of us. Here's exactly what happens after you do.
Same day — we acknowledge the referral to you.
1 business day — we reach out to the family.
3 business days — free 15-minute intro call held.
5 business days — you hear our fit decision, including when it's no.
30 days — a short update, with the family's permission.
If a step is going to slip, we'll tell you before it slips.
What we need
Please don't send account numbers, balances, Social Security numbers, or document copies at this stage. We don't need any of it to tell you whether we're a fit, and it shouldn't travel by email. Once a family engages us, everything moves through a secure portal.
For your file: Granitefield Financial, LLC is a member of the American Association of Daily Money Managers and carries professional liability insurance. We don't take custody of client funds. Happy to confirm any of this in writing if your firm needs it for a referral file.
We don't pay or accept referral fees.
Direct fiduciary appointments available. If your client needs a qualified individual named as Financial Power of Attorney (Agent), Trustee, Co-Trustee, Executor, or Personal Representative, our designated professionals are available to serve directly — in their personal capacities as natural persons, with dedicated Fiduciary E&O coverage and bonding as required by NC and SC law.