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 a decade 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 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.

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

Your Net Worth: What It Is and What It Isn't

July 2, 2019

Around here, we tend to talk more about cash flow — earning, saving, and spending — and less about net worth. Why? Because net worth is the sum of what’s happened in the past — how much you’ve previously accumulated — while cash flow drives where you’re headed right now. Are you saving more than you’re spending? Are you throwing money at high-interest debt payments? There’s only so much you can do right this second to increase your net worth, but there’s plenty you can do to improve saving and spending habits and start trending in the right direction. That being said, net worth awareness is one of the building blocks of financial health. There’s quite a bit of fixation on net worth out there, so we’ll take some time to talk about what it is and what it isn’t, and then we’ll go over how to approach your own net worth.

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Couples Tackling Money with Intentionality

May 31, 2019

Let’s kick off the summer with an uplifting quiz question: What area of disagreement between spouses is the best predictor of divorce?  Sex, right? Nope. Or perhaps in-laws? Sorry, no. The answer is disagreements over finances. Money implicates our deepest values, hopes, and fears.  It serves as a proxy for status and success, and it often drives our sense of self-worth.  It’s no surprise that disagreements over money have profound implications for our relationships. For couples, the cornerstone of financial health is not how much you make, how much you spend, or how much you’ve saved — it’s how you communicate about and relate to money as a team.  And in this article we’ll be walking through the essentials of healthy communication about money.

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How to Make Less Money

May 1, 2019

One of my favorite goals to help clients work toward is how to make less money. Wait, less money? That’s right.  After all, a job that pays less is often an avenue to more time with family and friends, regaining control over your email-filled nights, weekends, and vacations, and doing more fulfilling work.  Who wouldn’t want that? Making less can allow a major life shift that brings your day-to-day into better alignment with your values. But most people can’t afford to take a substantial pay cut, at least not on their current budget.  There’s a mortgage (or rent) to pay, student loans to cover, travel already planned, activities for kids — there’s no extra margin. Fortunately, with some intentionality and clear-eyed decision-making, it can be done.

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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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