Service Packages
Three levels of support. One standard of care.
Every package includes professional-grade administration, secure document handling, and the peace of mind that comes from knowing the financial details are handled. Concierge adds fraud and identity monitoring and fiduciary financial power of attorney service at no extra charge; Stewardship and Oversight clients can add either at a reduced rate, billed separately.
Essential
Stewardship
The organized foundation — bills, records, and documents kept in steady order.
Up to 3 hours a month
- Bill payment & vendor coordination
- Monthly account reconciliation
- Secure digital document vault
- Expense tracking & categorization
Reduced rateAdd fraud and identity monitoring or fiduciary POA services at any time, at a reduced rate, billed separately, for as long as you are an active client.
Comprehensive
Oversight
Everything in Stewardship, plus full monthly reporting and coordination with your professionals.
Up to 5 hours a month
- The Granitefield Report, every month
- Cash flow monitoring & reporting
- CPA & financial advisor coordination
- Quarterly financial review session
Reduced rateAdd fraud and identity monitoring or fiduciary POA services at any time, at a reduced rate, billed separately, for as long as you are an active client.
Premier
Concierge
The fullest level of care — mail processing, estate support, and fiduciary POA service.
Up to 7 hours a month
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.
Included Services
| Service | Stewardship | Oversight | Concierge |
|---|---|---|---|
| Bill intake & payment coordination | Included | Included | Included |
| Vendor management & communication | Included | Included | Included |
| Monthly account reconciliation | Included | Included | Included |
| Secure digital document vault | Included | Included | Included |
| Expense tracking & categorization | Included | Included | Included |
| Fraud & identity monitoring | Reduced rateBilled separately at a reduced rate | Reduced rateBilled separately at a reduced rate | Included |
| The Granitefield Report — monthly financial summary | Not included | Included | Included |
| Cash flow monitoring & reporting | Not included | Included | Included |
| CPA & financial advisor coordination | Not included | Included | Included |
| Budgeting oversight & variance alerts | Not included | Included | Included |
| Quarterly financial review session | Not included | Included | Included |
| Insurance claim submission & tracking | Not included | Not included | Included |
| Estate administration support | Not included | Not included | Included |
| Enhanced fraud monitoring assistance | Not included | Not included | Included |
| Mail & physical document processing | Not included | Not included | Included |
| Monthly strategy & review call | Not included | Not included | Included |
| Fiduciary financial POA servicesIncluded at Concierge | Reduced rateBilled separately at a reduced rate | Reduced rateBilled separately at a reduced rate | Included |
| Direct fiduciary appointment (Agent, Trustee, Executor or Personal Representative) | Not included | Not included | Included |
StewardshipUp to 3 hours a month
- Bill intake & payment coordination
- Vendor management & communication
- Monthly account reconciliation
- Secure digital document vault
- Expense tracking & categorization
OversightUp to 5 hours a month
- Bill intake & payment coordination
- Vendor management & communication
- Monthly account reconciliation
- Secure digital document vault
- Expense tracking & categorization
- The Granitefield Report — monthly financial summary
- Cash flow monitoring & reporting
- CPA & financial advisor coordination
- Budgeting oversight & variance alerts
- Quarterly financial review session
ConciergeUp to 7 hours a month
- Bill intake & payment coordination
- Vendor management & communication
- Monthly account reconciliation
- Secure digital document vault
- Expense tracking & categorization
- Fraud & identity monitoring
- The Granitefield Report — monthly financial summary
- Cash flow monitoring & reporting
- CPA & financial advisor coordination
- Budgeting oversight & variance alerts
- Quarterly financial review session
- Insurance claim submission & tracking
- Estate administration support
- Enhanced fraud monitoring assistance
- Mail & physical document processing
- Monthly strategy & review call
- Fiduciary financial POA services
- Direct fiduciary appointment (Agent, Trustee, Executor or Personal Representative)
Reduced rate means fraud monitoring and fiduciary POA are billed separately from the package, at a reduced rate for as long as you are an active Stewardship or Oversight client — they are not bundled into it. See what fraud monitoring covers or what POA service involves.
Available Add-Ons
Additional services available with any package, billed separately.
- Special projects (historical document organization, net worth statement)
- Insurance claim submission & tracking
- Mail processing & scanning
- On-site visits
- Fiduciary financial POA service as your authorized agent — included with Concierge, and available to Stewardship and Oversight clients at a reduced rate