We recognize the sensitive nature of the information you are entrusting us with. We appreciate that trust and will work hard to earn it every day.
Creating great working relationships with not just our clients, but the rest of their financial team is the key to providing the kind of service we strive to provide. Those relationships are what enable us to be successful for our clients.
Our clients’ best interest is at the center of everything we do. As such, we follow the code of ethics for the American Association of Daily Money Managers which can be found here.
President and Founder
Caitlin Hall founded Organize My Life, Inc. in 2004. She became a Certified Daily Money Manager in 2008 and is a member of the American Association of Daily Money Managers.
She has a B.A. in liberal arts and a Masters in Business Administration. Caitlin previously held a Series 7, 66, Long Term Care and insurance licenses while working as a financial advisor. Her background enables her to have a better understanding of her clients’ complete financial picture and work more effectively with their wealth managers, accountants, attorneys, and insurance agents.
She has served in many roles within the American Association of Daily Money Managers such as working on the certification task force, founding the Florida regional group and serving as board member for 6 years.
In 2004, Organize My Life was 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, completing expense reports and much more.
Don’t you have something better to do than to manage your daily finances?
We know you’d rather be doing something else. Leave the daily money management to us and get back to doing what you love.