Julie Ford| CFP®, CPA
Ford Financial Solutions
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
New York, NY 10024
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Julie Ford is a New York, NY Fee-Only Financial Planner and works with clients across the country through virtual services. She specializes in serving city-dwelling couples ranging from newlyweds to parents of young children. Julie comes beside clients and steps into the excitement, nerves, and confusion of these seasons. With a clear plan for financial health, she equips and empowers clients so that their finances fuel - rather than impede - their dreams. Julie Ford is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
I live with my husband and two boys in New York City. We love the city and are embracing the adventure of raising urban kids. I’m passionate about equipping my clients with financial health and empowering them to smartly manage their money.
After spending several years bringing financial freedom and literacy to underprivileged communities in the city, I founded Ford Financial Solutions to connect more people with the financial-planning skills, counseling, and services they need. While maintaining my pro bono practice, I specialize in serving city-dwelling couples ranging from newlyweds to parents of young children as they navigate the many transitional seasons that occur during these early years of building a family. My services help couples create order and reduce stress around finances so that they can have a stronger and happier life together.
I am a fee-only CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant licensed to practice in the State of New York and am a member of NAPFA and XY Planning Network.
I graduated from Texas A&M University with a Bachelor of Business Administration degree and a Master of Science degree, both in Accountancy. I began my career in financial services in 2007 as an auditor for Ernst & Young in New York City. In 2009, I transitioned to financial planning as an associate at a boutique financial planning firm and have been helping a diverse range of New Yorkers wisely manage their wealth ever since. Prior to founding Ford Financial Solutions, I held the position of Director of Client Services and para-planner at Kramer Financial Group.
We provide a practical, easy-to-understand approach to financial planning, empowering you to manage and grow your wealth to benefit yourself, your family, and your community.
OUR UNIQUE APPROACH
Easy to Understand
We equip you with a clear and manageable Action Plan supported by customized easy-to-understand information and resources.
We clearly define our fee-only services and pricing. We sell time, not products, providing unbiased opinions and recommendations.
We partner with you in your journey to steward your wealth wisely, helping you align behaviors with your values and goals.
A virtual office makes financial planning affordable and easy to fit into your life. We'll come to you or meet via video conference.