Ford Financial Solutions, LLC
Julie is a fee-only CERTIFIED FINANCIAL PLANNER™ located in New York City 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. A number of significant life transitions occur during these early years of building a family. 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.
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 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.
Julie Ford's fiduciary obligation is governed by:
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.
- 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.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Budgeting & Cash Flow Management
- Education Planning
- Investment Management
- Debt Repayment & Credit Repair
- Retirement Planning
- Urban Professionals
- Newly Married or Engaged
- Young Families
- In-Person Meetings
- Video or Phone Meetings
- No-Cost Initial Consultation
- Flat Fee Project Planning
- Monthly Retainer
- Hourly Fee
Professional Designations & Affiliations
Julie Ford is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Julie Ford is 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.
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.
Julie Ford is a Certified Public Account (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
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