Our Approach


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


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


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 that their finances fuel - rather than impede - their dreams. Full Bio


introducing merge

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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. 

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