MONEY IS NOT THE GOAL. WE WANT TO SEE YOU FLOURISH.
We believe money can and should bring wholeness to your life, family, and community. Let us show you what’s possible.
YOUR FINANCES TOUCH EVERYTHING
YOUR LIFE
Is your work meaningful? Are there dreams you’ve left unpursued? Do you have time for the people and things you love? We believe you shouldn’t work for the money — your money should work for you.
Planning areas:
Financial independence and flexibility
Career changes and sabbaticals
Retirement and early retirement
YOUR FAMILY
Building a household, saving for college, juggling two careers or transitioning to one — family brings competing financial priorities. We navigate you through the maze so your family can grow and thrive.
Planning areas:
Buying a home or relocating
College
Transitioning to parenthood
YOUR COMMUNITY
We believe our money is not just for us, but for the good of our community.
We guide our clients in using their resources for their community and causes.
Planning areas:
Charitable giving
Transitioning to a purpose-driven career
Our Approach
Fee-only & Fiduciary
As fiduciaries compensated only for our time and expertise, we aim to provide unbiased guidance and recommendations. We clearly define our fees and services up front.
An Actionable Plan WITH PURPOSE
We equip you with a comprehensive financial plan with clear, actionable steps to bring purpose and clarity to your financial world.
MODERN & CONVENIENT
We make financial planning easy to fit into your life, offering both ongoing planning and one-time engagements. We accommodate both in-person and virtual meetings.
A Relationship
We partner with and guide you in your journey to bring wholeness to your life, family, and community. We help you align financial behaviors with your values and goals.
WHO WE SERVE
We may be a good fit for you if you are:
A city-dwelling couple in your 30s or 40s
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 cities.
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 9-month commitment and, from there, most clients continue on for the long haul.
Meet Julie & TONY
Julie Ford, CFP®, CPA and Tony Ford, JD, CFP® approach financial planning with the same belief that drives their household of energetic boys: in the face of chaos we’re meant to thrive. Collectively Julie and Tony have helped hundreds of clients bring purpose and clarity to their finances to holistically better their lives, families, and communities.
Julie and Tony specialize 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.
Recent Blog Posts
OUR online courses
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.
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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