Our Approach

Fee-only

We clearly define our fee-only services and pricing. We sell time, not products, providing unbiased opinions and recommendations.

EASY-TO-UNDERSTAND

We equip you with a clear and manageable Action Plan supported by customized easy-to-understand information and resources.

Virtual

A virtual office makes financial planning affordable and easy to fit into your life. We'll come to you or meet via video conference. 

A Relationship

We partner with you in your journey to steward your wealth wisely, helping you align behaviors with your values and goals. 


 

Meet Julie

 
  Julie Ford, CFP  ®  , CPA
 

Julie is a fee-only CERTIFIED FINANCIAL PLANNER™ located in New York City and works with clients across the country through virtual services. She 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 their finances fuel - rather than impede - their dreams. Full Bio

 

introducing online courses

Gumroad header image.png

MERGE is a transformative 6-week money class for engaged and newlywed couples. Invest in your relationship and your future by creating a joint financial plan that will orient your money around what matters to you most. 

 
Gumroad header image.png

Young professionals, take charge of your life by learning the essentials of personal finance and set yourself up for years of success. ESSENTIALS is a 6-week online course that will help you create a personalized financial plan and equip you to orient your money around what matters to you most.    

                                  


Recent Blog Posts


Julie has been featured in