Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
Sandi Martin, BA, CFP®, CFDS™
Partner, Financial Planner
Connect with us
While financial conversations can be daunting and confusing, Julia has a way of making the information understandable and relevant.
The financial plan she put together for us has provided context, clarity, and comfort. It’s also a great tool to help us make decisions and stay on track toward our financial goals over the long haul. Everyone should have one!
Our Process
What We’re Writing
2022 September Update
This month we’re deciphering what it really means to have balance. You know that challenges and curveballs are a guarantee, and we know that even with all that change, you can design your best life. Read on to find out how.
2022 August Update
Design thinking continues to permeate all aspects of the work we do at Spring Plans – both with you and on our own. We’re making some changes thanks to our own thinking. Read all about it in this month’s update.
Quarterly Market Clinic
2021 has had a big impact on us, from our personal lives, to inflation, and our future financial planning. Watch this live webinar to hear Darryl’s recap.