Julie Ford
CFP®, CPA
Ford Financial Solutions
Financial Planner
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
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
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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.
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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.
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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.
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Julie Ford is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Julie Ford is Quoted in Forbes: "6 Easy Tips For Paying Down Your Credit Card Debt"
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Julie Ford is Quoted in the New York Times: "Pay Down Those Credit Cards, Before Rates Rise Further"
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Julie Ford is Quoted in InvestmentNews: "Wealthfront wants to help millennials take a sabbatical"
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Julie Ford is Quoted in Forbes: "5 Things To Look For When Picking A Financial Advisor"
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Julie Ford is quoted in the Wall Street Journal: "Should Individuals Invest in Bitcoin? In a Word, No."
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Julie Ford is Quoted in the New York Times: "7 Essential Money Questions Sure to Start a Conversation"
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Julie Ford is Quoted on Yahoo Finance: "The fiduciary rule is now in effect: What you need to know"
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Julie Ford is Quoted on HerMoney: "HOW MANY — AND WHAT KINDS — OF BANK ACCOUNTS SHOULD YOU REALLY HAVE?"
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Julie Ford is Quoted in Forbes: "How To Speculate In ICOs: 10 Practical Financial Tips"
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Julie Ford is Quoted in Forbes: "Pop-Up Expenses New Parents Should Definitely Prepare For"
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Julie Ford is Quoted on Yahoo Finance: "3 Money Mistakes Newlyweds Make"
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Julie Ford is Quoted on HerMoney: "I’M RENTING OUT MY HOUSE THIS SUMMER: WHAT DO I NEED TO CONSIDER?"
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Julie Ford is Quoted in Financial Planning Magazine: "Tough choice when going independent: RIA or BD affiliate?"
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Julie Ford is Quoted on CBS News - Moneywatch: "10 ways you're filing your taxes wrong"
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Julie Ford is Featured in by The National Financial Educators Council: "Financial Professionals Recommend Empowerment, Plain Language to Help Clients Build Financial Literacy"
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Julie Ford is Quoted on GoBankingRates.com: "20 Lessons You Can Learn From Your Parents’ Retirement"
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Julie Ford is Quoted in US News and World Report: "6 Terms to Know Before Opening a 529 College Savings Account"
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Julie Ford is Quoted on Nasdaq.com: "Using credit to manage monthly income swings"
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Julie Ford is Quoted in US News and World Report: "The Ultimate Guide to Understanding 529 College Savings Plans"
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Julie Ford is quoted on Yahoo Finance: "How Retirement Benefits Will Change in 2017"
Contact Julie Ford
Office Locations:
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1345 Avenue of the Americas
New York, NY 10105