We are pleased to offer Pay What You Want planning services (by referral only) to those demonstrating financial need.

Please complete the following steps to apply. Please note we are unable to work with every applicant.

We look forward to hearing from you. Please email julie@fordfinancialsolutions.com with questions.

 

Step 1 

Please complete this New Client Questionnaire that requests basic information about your life and financial circumstances.

Step 2

Please complete the attached Net Worth and Living Expenses spreadsheet so we can understand the specifics of your financial situation and tailor our services accordingly.

Step 3 

Please email your completed Net Worth and Living Expenses spreadsheets to julie@fordfinancialsolutions.com

Step 4 

We will review your information and determine if our services appropriately fit your needs. If so, Julie will invite you to book your first client meeting to discuss your planning needs and next steps.