Meet The Team
Julie Levine
Founder, Personal Financial Care, Inc/Organize My Life
LEEYA KAY
PHYLLIS PAWLOVSKY
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LEEYA KAY
JULIE LEVINE
PHYLLIS PAWLOVSKY
Julie Levine has spent her career organizing and managing complex aspects of people's personal and financial lives. With a background in corporate leadership and client management, she developed a deep understanding of how businesses operate and how to navigate sensitive financial and logistical matters with care and precision.
Her personal journey began in 2005 when her mother was diagnosed with Alzheimer’s disease. Julie quickly found herself managing her mother’s medical care, financial responsibilities, and daily affairs. This hands-on experience revealed how overwhelming and isolating such life transitions can be, and how desperately people need competent, reliable, compassionate support.
Driven by that experience, Julie trained under industry pioneer Phyllis Pawlovsky and dedicated herself to helping others facing similar challenges. She launched Organize My Life to assist seniors, individuals going through divorce, and busy professionals with managing their financial affairs, healthcare coordination, real estate matters, and estate planning.
In 2022, Organize My Life merged with Personal Financial Care, expanding its reach through offices in New York City and the Hamptons.
Julie is a Certified Senior Advisor (CSA), a member of the Association of Daily Money Managers (AADMM), a certified HIICAP counselor, and a graduate of Northwestern University. She splits her time between Manhattan and Westhampton, NY, with her artist husband and their three beloved Havanese dogs.
Phyllis Pawlovsky
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
Leeya kay
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Phyllis 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.
LEEYA KAY
JULIE LEVINE
PHYLLIS PAWLOVSKY
LEEYA KAY
JULIE LEVINE
PHYLLIS PAWLOVSKY
JULIE LEVINE
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PHYLLIS PAWLOVSKY
Click tabs below for details
Leeya Kay
Leeya began working with Phyllis Pawlovsky at Personal Financial Care in 2009 where she managed clients' banking, brokerage and credit card accounts, processed medical claims and tracked reimbursements. She became the firm expert in financial software Quickbooks and Quicken and the spreadsheet software, Excel, resulting in the firm’s ability to expertly handle the clients' financial and medical accounts.
Leeya has been in the financial services industry for over 20 years. She began her career with an insurance and investment company where she educated clients on its various financial products and created financial strategies to meet their needs and goals. She has always been a great listener and understood what was most important to her clients. In addition, Leeya worked, for several years, with an accounting firm becoming experienced in financial reports and payroll matters.
Leeya is a skillful troubleshooter and problem solver. Her ability to create personal relationships with her clients and their families has resulted in her retaining the same clients for over 13 years as well as building relationships with new clients.
Leeya lives in San Diego, CA with her husband and son and works remotely with her New York clients.
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46 Old Country Road
Westhampton, NY 11977
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