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 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. 


 

Meet Julie

 
Julie Ford, CFP®, CPA
 

As a fee-only CERTIFIED FINANCIAL PLANNER™ with over nine years 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 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. 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. Full Bio

 

introducing 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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