About Julie Ford, CFP®, CPA
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 am a fee-only CERTIFIED FINANCIAL PLANNER™ and a Certified Public Accountant licensed to practice in the State of New York. 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.
With a month to go until the ball drops and we flip to 2019 (a.k.a. the year in which Blade Runner and its flying cars are set — we’re just a bit behind!), now is the time to make sure all your year-end tasks get done. Without further ado, here’s your year-end financial checklist.
Do you live in South Carolina? Then quick: check to make sure you don’t live anywhere close to Simpsonville, point of sale of the winning $1.5 billion Mega Millions jackpot ticket. According to recent research, living in the same neighborhood as a lotto winner is fraught with financial hazards.
A secret last will and testament, a fifteen-year fight to remove a comatose woman’s feeding tube, a last-minute model wife who sues for the late billionaire’s estate — this is the stuff of John Grisham novels, Supreme Court cases, and Us Weekly. For the rest of us, estate planning may be less dramatic (hopefully), but it remains an essential piece of ordering your financial world.