Professional Partners
A referral partner for your aging clients who need professional daily money management — the administrative layer beneath your investment guidance.
Your aging clients' investment portfolios may be well-managed, but their day-to-day finances are falling apart. Bills are being missed. Duplicate charges go unnoticed. Insurance premiums lapse. Financial documents are scattered. The family calls you because they don't know who else to call — but daily financial administration isn't your role.
Granitefield Financial provides the professional daily money management that fills the gap between your investment guidance and your clients' operational financial needs. We handle bill payment, account reconciliation, document organization, and fraud monitoring — and coordinate with your office when financial matters overlap.
We are not a competing financial advisor. We provide administrative financial services — the operational layer that keeps your clients' household finances organized while you manage their wealth.
You manage investments and financial planning. We manage the operational side — bill payment, document organization, account reconciliation, fraud monitoring. Together, your client's complete financial life is professionally managed.
No. We work exclusively with operational accounts — checking, savings, and bill payment accounts. We do not access, manage, or advise on investment accounts. Our scope is clearly defined in engagement agreements.
If we observe signs of cognitive decline affecting financial decision-making, we communicate with authorized family members and coordinate with the client's professional team — including you — per our engagement agreement protocols.
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.