Professional Partners
A reliable referral partner for the financial administration side of your clients' care — documented, professional, and coordinated with your care plan.
You coordinate your clients' care across medical, legal, housing, and social dimensions. But financial administration — bill payment, account management, fraud monitoring, document organization — often falls through the cracks because no one on the care team is equipped to handle it professionally.
Granitefield Financial provides the daily money management that completes your clients' care coordination. We handle the financial administration tasks that families struggle with, and we deliver monthly reports that give you visibility into your clients' financial stability — a critical indicator of overall wellbeing.
As an ALCA Referral Network participant, Granitefield understands the care management model and operates as a collaborative partner within your clients' professional team. We coordinate with you, the attorney, the CPA, and the family — maintaining clear boundaries and documented communication.
We share monthly financial reports with authorized care team members, flag financial concerns that may indicate wellbeing issues, and coordinate on transitions, facility payments, and insurance matters. We participate in care team communications as needed.
Yes. When clients transition from home to assisted living or memory care, we manage the financial administration of the transition — facility deposits, ongoing payments, insurance coordination, property management payments, and utility transfers.
Unusual withdrawals, new payees, duplicate charges, missed payments, sudden spending changes, and signs of financial exploitation. We notify authorized parties immediately when irregularities are detected.
A complimentary 15-minute call to discuss your situation and whether our services are the right fit.
Get Started803-500-4638Learn the six-step process from initial conversation through written acceptance.
View Full ProcessGranitefield Financial provides daily money management, financial administration, and professional fiduciary administrative support when properly authorized or appointed. Fiduciary services are governed by the applicable legal document or court order and a written engagement. Granitefield does not provide legal, tax, investment, accounting, auditing, or financial-planning advice.