I live with my husband and two boys in New York City. We love the city and are embracing the adventure of raising urban kids. I’m passionate about equipping my clients with financial health and empowering them to smartly manage their money.
After spending several years bringing financial freedom and literacy to underprivileged communities in the city, I founded Ford Financial Solutions to connect more people with the financial-planning skills, counseling, and services they need. While maintaining my pro bono practice, I specialize 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. My services help couples create order and reduce stress around finances so that they can have a stronger and happier life together.
I graduated from Texas A&M University with a Bachelor of Business Administration degree and a Master of Science degree, both in Accountancy. I began my career in financial services in 2007 as an auditor for Ernst & Young in New York City. In 2009, I transitioned to financial planning as an associate at a boutique financial planning firm and have been helping a diverse range of New Yorkers wisely manage their wealth ever since. Prior to founding Ford Financial Solutions, I held the position of Director of Client Services and para-planner at Kramer Financial Group.
What is a CERTIFIED FINANCIAL PLANNER™?
You’ll find a lot of people in the industry calling themselves financial planners. You don’t need a special license or certification to claim this title. A CERTIFIED FINANCIAL PLANNER™ is someone who has met and maintains a set of very high standards set by the CFP Board. These include industry experience, education, ethics and passing a rigorous comprehensive CFP® Certification Exam. Visit the CFP Board website to learn more.