Julie Ford

CFP®, CPA

Ford Financial Solutions

Financial Planner

Contact Me

I can work with clients anywhere!

Julie Ford

CFP®, CPA

Ford Financial Solutions

Financial Planner

FINANCIAL PLANNING WITH PURPOSE — We believe money can and should bring wholeness to your life, family, and community. Let us show you what’s possible. - Julie Ford, CFP®, CPA

Contact Me

212.799.0631

Website

As a fee-only financial planner with over a decade of experience in the industry, Julie Ford has helped hundreds of clients to wisely manage their money. She specializes in serving city-dwelling couples as they navigate the many transitional seasons that come with building a family.

As a fee-only CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in the financial planning industry, Julie Ford has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from young professionals building wealth to parents of college-bound children, as they navigate the many transitional seasons that occur during these years of building a family. She prioritizes empowering her clients with the tools to bring purpose and clarity to their financial world to holistically better their lives, families, and communities.

As a fee-only CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in the financial planning industry, Julie Ford has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from professionals building wealth to parents of college-bound children, as they navigate the many transitional seasons that occur during these years of building a family.

Julie founded Ford Financial Solutions in 2015 to bring financial health to the complex lives of urban professionals across the spectrum of wealth. She prioritizes empowering her clients with the tools to bring purpose and clarity to their financial world to holistically better their lives, families, and communities.

In addition to serving clients, Julie promotes financial literacy and health through online courses, her personal finance blog Fiscal Therapy (named one of the Top 30 New York Finance Blogs by Feedspot), frequently provides insights to the media on a range of personal finance topics, and teaching financial wellness classes in her community.

Julie is a Certified Public Accountant licensed to practice in the State of New York and a member of the National Association of Personal Financial Advisors and the XY Planning Network. She has been recognized by Crain’s New York among its Notable Women in Financial Advice. She graduated from Texas A&M University with a Bachelor of Business Administration and a Master of Science, both in Accountancy. Prior to founding Ford Financial Solutions, Julie worked at two financial planning firms in New York City and as an auditor at Ernst & Young.

Julie and her husband Tony live with their two boys in New York City. They love the city and are embracing the adventure of raising urban kids.

Julie Ford is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

OUR APPROACH:

An Actionable Plan

We equip you with a comprehensive plan with clear, actionable recommendations to bring clarity and purpose to your financial world.

Fee-Only & Fiduciary

As a fiduciary compensated only for our time and expertise (not products), we provide unbiased guidance and recommendations. We clearly define our fees and services up front.

A Relationship

We partner with you in your journey to manage your wealth wisely, helping you align financial behaviors with your life values and goals. 

Convenient

We make financial planning affordable and easy to fit into your life, offering both ongoing planning and one-time project planning. We accommodate both in-person and virtual meetings.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Life Transitions
  • Retirement Savings
  • Investment Management
  • College Education Planning
  • Budgeting

Ideal Clients

  • Growing Families
  • Couples
  • Women
  • Urban Professionals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Julie Ford is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Julie Ford is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Julie Ford is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • CPA - Certified Public Accountant
    Julie Ford is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

Contact Julie Ford

212.799.0631

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Office Locations:

  • 33 W 60th St, 2nd Fl
    New York, NY 10023

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