Our Approach

Fee-only & Fiduciary

As a fiduciary compensated only for our time and expertise (not products), we provide unbiased guidance and recommendations. We clearly define our fees and services up front.

An Actionable Plan

We equip you with a comprehensive financial plan with clear, actionable recommendations to bring clarity and purpose to your financial world.

CONVENIENT

We make financial planning affordable and easy to fit into your life, offering both ongoing planning and one-time project planning. We accommodate both in-person and virtual meetings.

A Relationship

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


WHO WE SERVE

We may be a good fit for you if you are:

A city-dwelling couple in your 30s to early 50s 

We guide our clients through the transitional seasons and competing financial goals that accompany these years, such as purchasing an apartment and saving for college while also planning for retirement. Most live in New York City or other urban centers.

READY FOR a comprehensive plan 

We see and advise on all aspects of our clients’ financial lives, not just investments.  Transformative change in your financial world requires a comprehensive approach.

Engaged and collaborative

Our clients want to improve their relationship with money by bringing purpose and clarity to their financial world. They don’t want to simply outsource their finances. They’re engaged in the process, enjoy the dialogue, and reach out when a big life change happens.

Up for a long-term relationship

Our clients want and value a long-term relationship. All new engagements start with a 6-month commitment and, from there, most clients continue with our ongoing planning service.


Meet Julie

Julie Ford, CFP®, CPA

As a fee-only CERTIFIED FINANCIAL PLANNER™ with a decade of experience in the financial planning industry, Julie Ford has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from 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. 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.


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OUR online courses

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MERGE is a transformative 6-part 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. 

 
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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-part online course that will help you create a personalized financial plan and equip you to orient your money around what matters to you most.    

                                  


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