Core Service
Structured financial administration for seniors, families, and the professionals who serve them — documented every month.
Daily money management is the professional oversight of day-to-day financial tasks that most families handle informally — until they can't. When a parent begins missing bills, a surviving spouse is overwhelmed, or an adult child lives too far away to monitor accounts, a daily money manager provides the structured, documented layer of financial administration that keeps everything organized, visible, and secure.
Granitefield Financial provides daily money management services built to the documentation standards that elder law attorneys, care managers, CPAs, and fiduciaries actually need. Every engagement begins with written scope, secure onboarding, and a defined monthly cycle — so families and professionals always know what happened, what was paid, and what needs attention.
As an with professional liability insurance and SmartVault-encrypted document delivery, Granitefield operates at a professional-grade level that distinguishes our work from informal family arrangements or basic bookkeeping. We serve Fort Mill, SC, Charlotte, NC, Rock Hill, Indian Land, Tega Cay, Lake Wylie, and surrounding communities.
A daily money manager (DMM) handles the financial administration tasks that fall between what a CPA, financial advisor, or attorney does — bill payment, account reconciliation, document organization, fraud monitoring, and monthly reporting. DMMs are professionals.
No. Daily money management is administrative — we handle the operational side of household finances (paying bills, organizing documents, reconciling accounts, monitoring for fraud). We do not provide investment advice, tax planning, or legal counsel. We coordinate with your existing advisors.
Older adults experiencing cognitive changes, surviving spouses who haven't managed household finances, families with aging parents in another state, trustees and fiduciaries who need documented support, and professionals (attorneys, care managers) who need a reliable referral partner for their clients' financial administration.
Most engagements are fully operational within 5–7 business days of signed authorization. We handle all onboarding documentation electronically via DocuSign and establish secure access to designated accounts promptly.
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.