Core Service
Daily Money Management
Structured financial administration for seniors, families, and the professionals who serve them — documented every month.
Essential
Stewardship
The organized foundation — bills, records, and documents kept in steady order.
$400 per month
Up to 3 hours monthly
- Bill payment & vendor coordination
- Monthly account reconciliation
- Secure digital document vault
- Expense tracking & categorization
Half priceAdd fraud and identity monitoring or fiduciary POA services at any time, at 50% off the standalone price, for as long as you are an active client.
Comprehensive
Oversight
Everything in Stewardship, plus full monthly reporting and coordination with your professionals.
$700 per month
Up to 5 hours monthly
- The Granitefield Report, every month
- Cash flow monitoring & reporting
- CPA & financial advisor coordination
- Quarterly financial review session
Half priceAdd fraud and identity monitoring or fiduciary POA services at any time, at 50% off the standalone price, for as long as you are an active client.
Premier
Concierge
The fullest level of care — mail processing, estate support, and fiduciary POA service.
$1,000 per month
Up to 7 hours monthly
Fraud monitoring and fiduciary financial power of attorney, at no extra charge. A Granitefield professional serves as your named agent under a documented power of attorney. Administrative authority only — not investment, legal, or tax advice.
Daily money management is the professional oversight of day-to-day financial tasks that most families handle informally — until they can't. When a parent begins missing bills, a surviving spouse is overwhelmed, or an adult child lives too far away to monitor accounts, a daily money manager provides the structured, documented layer of financial administration that keeps everything organized, visible, and secure.
Granitefield Financial provides daily money management services built to the documentation standards that elder law attorneys, care managers, CPAs, and fiduciaries actually need. Every engagement begins with written scope, secure onboarding, and a defined monthly cycle — so families and professionals always know what happened, what was paid, and what needs attention.
With professional liability insurance and SmartVault-encrypted document delivery, Granitefield operates at a professional-grade level that distinguishes our work from informal family arrangements or basic bookkeeping. We serve Fort Mill, SC, Charlotte, NC, Rock Hill, Indian Land, Tega Cay, Lake Wylie, and surrounding communities.
See How Daily Money Management Works
What's Included
Frequently Asked Questions
What is a daily money manager?
A daily money manager (DMM) handles the financial administration tasks that fall between what a CPA, financial advisor, or attorney does — bill payment, account reconciliation, document organization, fraud monitoring, and monthly reporting.
Is daily money management the same as financial planning?
No. Daily money management is administrative — we handle the operational side of household finances (paying bills, organizing documents, reconciling accounts, monitoring for fraud). We do not provide investment advice, tax planning, or legal counsel. We coordinate with your existing advisors.
Who typically needs daily money management?
Older adults experiencing cognitive changes, surviving spouses who haven't managed household finances, families with aging parents in another state, trustees and fiduciaries who need documented support, and professionals (attorneys, care managers) who need a reliable referral partner for their clients' financial administration.
How quickly can services begin?
We handle all onboarding documentation electronically via DocuSign and establish secure access to designated accounts promptly.
Schedule a Free Consultation
A complimentary 15-minute call to discuss your situation and whether our services are the right fit.
Get Started803-500-4638Related Services
Granitefield Financial provides administrative daily money management services. We are not a registered investment adviser, broker-dealer, or licensed financial planner. Our services do not constitute investment advice or financial planning.