Smart Money Management-VA, LLC, was created by Valerie Mawdsley to provide caring and confidential assistance with clients’ personal and financial daily business matters, enabling clients to enjoy life without the worry of paying the bills and staying organized.
As a member of the American Association of Daily Money Managers (AADMM), Smart Money Management-VA owner Valerie Mawdsley follows the
Code of Ethics and Standards of Practice outlined by the American Association of Daily Money Managers.
What is a Daily Money Manager (DMM)?
A Daily Money Manager is a professional who provides personal business assistance to clients who have difficulties in managing their personal monetary or business affairs. Members of AADMM have access to professional development, educational resources, and networking opportunities that allow us to better provide personal financial services to senior citizens, the disabled, busy professionals and others.
DMMs are not financial or legal professionals (unless we carry a separate license), so we don’t act in an advisory role or prepare tax returns. We can help prepare your financial papers for your accountant and we can refer you to trusted CPAs, attorneys and investment advisors.
Services can be provided in your home on a weekly, bi-weekly, monthly or as-needed basis. We customize our services to fit your needs!