Julie Ford, CFP®, CPA Ford Financial Solutions, LLC

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About Julie Ford, CFP®, CPA

As a fee-only CERTIFIED FINANCIAL PLANNER™ with over nine years of experience in the financial planning industry, Julie has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from newlyweds to parents of young children, as they navigate the many transitional seasons that occur during the early 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 create order in their financial world and reduce stress around money so that their finances can fuel — rather than impede — their goals and dreams.

In addition to serving clients, Julie promotes financial literacy through Ford Financial’s online courses, her personal finance blog Fiscal Therapy (named one of the Top 30 New York Finance Blogs by Feedspot), and by frequently providing insights to the media on a range of personal finance topics.

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 (NAPFA) and XY Planning Network. She graduated from Texas A&M University with a Bachelor of Business Administration degree and a Master of Science degree, 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.

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Recently Published

Conversations with Aging Parents

April 2, 2019

As your parents get older, they’ll inevitably begin to face a variety of issues that come with the golden years: planning for retirement, estate planning, living arrangements, long-term care, when to give up driving, and others.  Often it falls to one or more adult children to step in and help. Below are the steps to take to broach these topics with your parents as they begin to face these issues.

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Everything You Always Wanted to Know about Investing (But Were Afraid to Ask)

March 13, 2019

Investing is kind of like sex: everyone’s doing it, but no one’s talking about the basics.  Instead, it’s the sensational aspects that get all the airplay. The result is an essential topic that’s often misunderstood and over-sensationalized. Here we’ll look beyond the facade to tackle the nitty-gritty essentials of investing and provide some practical perspective on key questions.

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Setting and Tracking Financial Goals

March 1, 2019

You’ve probably heard that writing down your goals makes it more likely you’ll achieve them. A recent study even concluded that writing down your goals on a regular basis ups the success rate by 42% — sounds overly precise, but we’ll take the sentiment. When it comes to financial goals, though, we can do more than just write them down.  Because they ultimately boil down to hard numbers, we can track our financial goals and measure our progress.  As Peter Drucker, dubbed the “founder of modern management,” observed: "If you can't measure it, you can't improve it."  

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Ideal Clients

  • Couples
  • Gen X
  • Parents
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $150+
  • Hourly Fee: $200+
  • Flat Fee: $1,200+

SEC Records

States Registered

  • New York
  • Texas

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