Professional daily money management and digital estate planning for seniors who deserve peace of mind — and families who deserve to rest easy.
"Most seniors have built a lifetime of financial complexity — but no one helping them manage it day-to-day, or preserve it digitally for the people they love."
A Daily Money Manager acts as your trusted personal business manager — handling the financial paperwork of daily life so you never miss a bill, fall victim to fraud, or leave your heirs in disarray.
Decades of photos, dozens of subscriptions, PayPal balances, and hundreds of online accounts — none of it passes to heirs automatically. We map, organize, and secure your entire digital universe.
Services begin at $75–$150/hour, with high-net-worth clients migrating quickly to monthly retainers of $1,500–$2,500+. Ten retainer clients alone generates $180,000 annually with predictable, recurring revenue.
One-time "Digital Cleanup" projects priced at $1,500–$3,000 provide strong upfront cash flow. Annual maintenance plans of $200–$500/year create a recurring revenue tail that compounds over time.
A senior-majority, high-education, high-broadband population with disposable income and documented vulnerability to financial fraud. This market is underserved and highly receptive to trust-based professional services.
Families already pay thousands to estate attorneys who won't touch digital accounts. Clarity Stewardship fills this gap — commanding premium pricing for a genuinely irreplaceable service most advisors ignore.
Hendersonville's demographics present a rare alignment: a large, affluent, highly-educated senior population with extensive digital footprints — and very few professional services designed for their specific needs. The result is both high demand and a near-absence of competition.
Cognitive decline begins affecting financial decision-making years before families recognize it. Proactive DMM services don't just organize — they protect. That protection is worth far more than any hourly rate.
Talk to Us TodayHendersonville seniors online — creating vast digital estates that need professional management
Manageable solo practice with high-touch service — quality over quantity, premium pricing justified
Significantly older than the national median — exactly the demographic that needs these services most
Secure laptop, scanner, professional liability insurance — that's your entire capital requirement
A 30-minute call to understand your situation, priorities, and which services fit your life and family.
We map your financial accounts, digital assets, subscriptions, and recurring obligations — a complete picture, often for the first time.
Bills get paid, accounts get reconciled, passwords get secured, subscriptions get audited, and documentation gets organized.
Monthly reports, proactive fraud monitoring, and regular check-ins — peace of mind that renews itself automatically.
Your consultation is complimentary. No pressure, no commitment — just clarity.