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

Planning Specialties

Julie specializes in serving city-dwelling couples ranging from newlyweds to parents of young children. A number of significant life transitions occur during these early years of building a family. Julie comes beside clients and steps into the excitement, nerves, and confusion of these seasons. With a clear plan for financial health, she equips and empowers clients so that their finances fuel - rather than impede - their dreams.

Additional Information

Julie is a fee-only CERTIFIED FINANCIAL PLANNER™ located in New York City and works with clients across the country through virtual services.

She is also a Certified Public Accountant licensed to practice in the State of New York and a member of XY Planning Network

After spending several years bringing financial freedom and literacy to underprivileged communities in the city, Julie founded Ford Financial Solutions to connect more people with the financial-planning skills, counseling, and services they need. While maintaining her pro bono practice, 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 these early years of building a family. Her services help couples create order and reduce stress around finances so that they can have a stronger and happier life together.

Julie graduated from Texas A&M University with a Bachelor of Business Administration degree and a Master of Science degree, both in Accountancy. She began her career in financial services in 2007 as an auditor for Ernst & Young in New York City. In 2009, she transitioned to financial planning as an associate at a boutique financial planning firm and has been helping a diverse range of New Yorkers wisely manage their wealth ever since. Prior to founding Ford Financial Solutions, she held the position of Director of Client Services and para-planner at Kramer Financial Group.

Julie lives with her husband and two boys in New York City. They love the city and are embracing the adventure of raising urban kids. 

NAPFA Start Date

May 06, 2016

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This Office

PO Box 109 New York, NY 10024-0109 Phone: (212) 799-0631