Credentials & Certifications
Trained. Certified. Trusted.
Mortgage Loan Originator
Reverse Mortgage Specialist
Certified Health Coach (CHC)
CONSULTING WITH JULI
A complimentary 30-minute call for families, individuals, and professionals— no commitment, no pressure. Just clarity on your situation, your options, and the right path forward.
Book Your Free Clarity CallThe Clarity Call · Complimentary · 30 minutes · Via Zoom
Please note: all consulting sessions are conducted via Zoom.
For You & Your Family
Personalized consulting for multi-generational living, home transitions, and complex family decisions.
(Consulting is available as a standalone service or included as part of working with Juli in real estate or mortgage transactions. See the payment paths at the bottom of this page.)
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For Professionals
Strategy and business-build engagements for agents and other professionals who are serious about building a successful brand and business.
HOW CONSULTING SERVICES ARE PAID
Four ways to access consulting — choose the path that fits your situation.
Direct Representation
For clients with a signed real estate listing or buyer representation agreement, Juli includes consulting with no additional fees. Juli is compensated through the commission set out in your listing or buyer agreement.
Referred Agent Path
When Juli refers you to a partner agent, she is paid a referral fee by that agent's brokerage when the transaction closes. Juli includes consulting as a complimentary service as part of that referral relationship. You are always free to choose any agent independently and pay for consulting separately. Consulting services are legally separate from real estate representation.
Mortgage Path
When working with Juli and her mortgage team, consulting is included as part of that relationship, the same way it is when you work with Juli directly in real estate. Juli is compensated through loan origination, disclosed on your federal loan documents before closing. Full consulting packages are available at standard rates if your needs go deeper. Mortgage and consulting services are separate engagements.
Pay Directly
For clients who prefer to work with their own agent or lender, consulting is available as a fully independent paid service. All packages and payment plans available. Payment link provided at booking. All services for professionals are direct pay.
Each consulting service or package requires a simple letter of engagement confirming that consulting services are separate from and not contingent on any real estate or mortgage transaction and that you are free to choose any agent or lender independently. Juli is only paid on referrals made to real estate agents, not to other professionals.
Cancellation and Refunds
We want our time together to be genuinely valuable to you. Here is our policy so there are no surprises.
If you need to cancel before your first session has occurred, you may request a full refund within 48 hours of purchase by contacting us in writing at juli@juliford.com. After 48 hours and prior to your first session, a cancellation fee of $150 will be retained and the remainder refunded within 10 business days.
Once your first session has occurred, your package fee is non-refundable. You have purchased a complete consulting engagement. No partial refunds are issued for unused sessions within your engagement window.
Sessions included in your package that are not scheduled or used within your engagement window are forfeited without refund. If extenuating circumstances arise, contact Juli directly in writing. An extension may be granted at Juli's discretion.
All cancellation requests must be submitted in writing to juli@juliford.com. Your cancellation is confirmed when you receive written acknowledgment from Home After 50 LLC.
This cancellation and refund policy is disclosed prior to purchase and constitutes part of your agreement with Juli Ford and Home After 50 LLC.
Juli Ford, Home After 50, LLC, Juli Ford Group at eXp Realty Licensed Real Estate Broker, Massachusetts, License #9587924 Real Estate Mortgage Loan Originator (REMLO), NMLS #2728620, Texana Bank Certified Senior Advisor® (CSA) | End-of-Life Doula | Certified Health Coach | Certified Probate Expert
My consulting draws on my professional experience in real estate, including probate and estate sales,0and mortgage lending, my training as an end-of-life doula and health coach, and more than a decade of living multigenerationally. I do not provide legal, tax, investment, or medical advice, and I refer clients to licensed professionals for those needs.
Certified Senior Advisors (CSAs) have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business and be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit www.csa.us.
Credentials & Certifications