Phyllis Pawlovsky is the founder of Personal Financial Care, LLC with over 27 years’ experience as a Daily Money Manager, providing service to seniors, adults with special needs, and busy professionals. She is an excellent communicator and problem solver.
Phyllis was the co-founder of the Greater New York Chapter of the American Association of Daily Money Managers and has been a member of its national organization since 2002, having served for several years as a director and as a mentor. She is proud to say that several of her local interns have become seasoned business owners and exceptional service providers to the New York community.
Phyllis’ prior career was over 20 years with several New York City law firms as Director of Administration. She was a Director of the National Association of Legal Administrators and the founder and managing editor of the award-winning New York/New York Newsletter.
She also teaches investment education through BetterInvesting, a national investment education organization where she served as its first female Director of its Computer Group. In addition, Phyllis created the organization’s NEWBIE program, showcased at its annual conferences, teaching beginners to invest using computers. She has conducted workshops on computerized investing at Investors Fairs and has been a motivational speaker at newly forming and flailing investment clubs. She has been a frequent speaker on financial news television programs including CNN, CNBC, CBS and NY1.
Phyllis has been published in the BetterInvesting BITS, the New York Computerist and People to People.
Phyllis has a Bachelor of business Education from Pace University in NYC.
Julie Levine has been organizing and managing people’s lives and money her whole career.
A Quarter Century of Expertise – In her distinguished 25+ year career in the music and entertainment industry, Julie has handled some of the biggest talent in the business including Bruce Springsteen, James Taylor, Michael Bolton, Metallica, Mariah Carey and Tony Bennett. As a record label executive and talent manager, Julie’s main objective was to always protect her clients’ best interests. She accomplished this by negotiating large-scale contracts, overseeing teams of lawyers, accountants, financial advisors, promoters and other professionals, managing budgets, logistics and always being accountable for the bottom line. At Verizon Wireless, Julie ran the VCAST Video on Demand business and oversaw a $100 million dollar content budget. During her tenure, she reduced licensing fees by nearly 20% and increased usage by more than 40%.
Taking It Personally – When Julie’s mother was diagnosed with Alzheimer’s disease in 2005, Julie recognized that her organizational and managerial skills had a higher calling. Through the highly complex process of obtaining Medicaid approvals, putting into place advanced directives, setting up trusts and hiring daily caretakers, Julie realized that what she was able to do for her own family could help many others who need this critical level of support and services.
Starting Organize My Life – Julie dedicated a year in intensive education and training to gain the necessary credentials. She has also mentored with Phyllis Pawlovsky of Personal Financial Care, a well-respected pioneer in this field. Julie has assembled a team of experts in various aspects of Eldercare and offers this support network to her clients. She eases the burdens on seniors and their families, helping them to manage paying bills, resolving health insurance issues, creating life kits and handling day-to-day financial details. Julie provides support and direction for a variety of situations that seniors face.
Julie recently expanded her practice, supporting clients in various life stages including divorce (net worth statements, budgets, tips and best practices) as well as busy professionals who need to be freed up from the administration of their daily financial lives.
In January of 2022, Organize My Life merged with Personal Financial Care and is now servicing clients from both the New York City and Hamptons offices.
Julie is a Certified Senior Advisor (CSA), a member of The Association of Daily Money Managers (AADM), a certified HIICAP counselor and a graduate of Northwestern University. Julie divides her time between Manhattan and Westhampton, NY with her artist husband and Havanese.