

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
2023 January Update
Now that the New Year is starting to settle in, it’s time for three reality checks to help you kick off 2023 with success. Learn what they are and how they can affect you and your financial plans.
2022 December Update
While we’re always looking on the bright side of life, we also know it’s important to recognize what we’ve been through – and continue to go through – and give ourselves the opportunity to recover. You can’t keep running on empty forever.
How to maximize retirement income during inflation
Julia spoke with Investment Executive about retirement income and one of this year’s hot topics: inflation. Find out what she shared.