Who We Serve
Professional daily money management that gives you visibility, documentation, and peace of mind — whether you live nearby or across the country.
You noticed the signs: unopened mail stacking up, a utility shut-off notice, duplicate charges on the credit card, or a confused call about a bill that was already paid. You're trying to help from a distance — or even from the same town — but managing a parent's finances without a system creates stress, conflict, and risk.
Granitefield Financial provides the professional layer between your parent's financial life and your peace of mind. We handle the daily administration — bill payment, account reconciliation, document organization, fraud monitoring — and deliver monthly reports so you always know what's happening without having to manage every detail yourself.
Whether you hold power of attorney, share oversight with siblings, or simply need a professional partner who documents everything, Granitefield gives you the structure and visibility that informal family arrangements cannot provide.
Absolutely. Most of our work is done remotely through secure online access and encrypted document delivery. We serve families across the country who have parents in the Fort Mill, Charlotte, and surrounding areas.
Yes. Professional documentation and monthly reporting create transparency that reduces family conflict. All authorized parties receive the same reports, eliminating information asymmetry and suspicion.
Not necessarily. If your parent can authorize services directly, POA is not required. If your parent lacks capacity, POA or legal guardianship is needed. We can discuss your specific situation during the discovery call.
A complimentary 15-minute call to discuss your situation and whether our services are the right fit.
Get Started803-500-4638Granitefield 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.