President and Founder
Caitlin Hall is a Certified Professional Daily Money Manager and a member of the American Association of Daily Money Managers. She has a B.A. in liberal arts and a Masters in Business Administration. She has worked as a daily money manager since 2004 and previously held a Series 7 and insurance license while working as a financial advisor. She also completed the H&R Block tax course. Caitlin’s background enables her to have a better understanding of her clients’ complete financial picture and work more effectively with their accountants and financial advisors.
Organize My Life
Organize My Life was founded in 2004 born out of a vacuum in the financial services market. Accountants did the taxes, financial advisors did the investments, but no one was handling the daily finances. With Organize My Life, clients can hand off the task of managing day-to-day financial affairs, like paying bills, organizing financial records, preparing records for tax time, dealing with vendors on incorrect bills, completing expense reports and much more.