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

Contact this advisor

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.

Contact this advisor

Recently Published

Covering Your Bases with Insurance

September 4, 2019

When a crisis strikes — a medical emergency, a long-term disability, or the unexpected death of a spouse — the right insurance policies are what stand between you and financial disaster. Part of financial health is understanding and putting into place the essential insurance policies. But be on guard: insurance is a commission-driven business, and so you may be offered expensive products that you don’t need.  Below is some honest, independent guidance on insurance policies you should have (or at least strongly consider having).

Read the full post →

Your Action Plan for the Capital One Data Breach

July 31, 2019

Given the news of the Capital One data breach affecting over 100 million people in the U.S. (about a third of the U.S. population), here’s your action plan to help protect your identity and personal information.

Read the full post →

Apartment Living: Should I Buy or Should I Rent?

July 31, 2019

Like a good catchy tune, some age-old questions just never go away — like the chicken and the egg, a tree falling in the forest, and whether to rent or buy. For most city-dwellers, your rent is your largest expense and buying an apartment (if you do) your largest investment. So we’ll take the time to dive into the pros and cons of buying versus renting and how to decide what’s right for you.

Read the full post →

Visit the blog →

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

Loading...