Daily Money Management
Systematic bill payment oversight with documented approval workflows, on-time verification, and monthly reporting for families and fiduciaries.
Missed bills are often the first visible sign that a senior needs professional financial oversight. Late utility payments, lapsed insurance premiums, duplicate charges, and accumulating late fees create cascading problems — from service disconnections to credit damage to potential exploitation going undetected.
Granitefield Financial provides structured bill payment oversight that ensures every recurring and one-time obligation is tracked, verified, and documented. We coordinate payments under the client's authorization, maintain approval workflows for unusual charges, and deliver monthly confirmation reports to families, attorneys, and fiduciaries.
Our bill payment service is not a bill-pay app. It is professional administrative oversight with human review of every transaction, documented approval chains, and immediate communication when irregularities are detected.
We coordinate payments through the client's existing accounts under signed authorization. Every payment is documented, verified, and reported monthly. We do not commingle funds or use our own accounts for client payments.
Unusual charges are flagged immediately and communicated to the client and/or authorized family members before payment. We maintain documented approval workflows so nothing is paid without proper authorization.
Yes. We review medical bills for accuracy, coordinate with insurance for explanation of benefits, track payment plans, and ensure medical providers are paid on schedule. We do not provide medical billing coding services.
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.