Julie Ford (CFP®, CPA®)

Julie Ford focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Additional Information

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 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.

NAPFA Start Date

May 06, 2016

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This Office

33 West 60th St 2nd Fl New York, NY 10023 Phone: (212) 799-0631