Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
Sandi Martin, BA, CFP®, CFDS™
Partner, Financial Planner
Retirement Income Planning
Family Goal Planning
Kathryn Mandelcorn, FMA, PFP®, QAFP™
Cash Flow Strategist
Cash Flow Planning
Darryl Brown, CFA®, BComm
Connect with us
After going through this process, I feel like I have a much better understanding of my financial picture. I so wish that I would have done this years ago!!
There’s no pressure to purchase any investment or insurance through her or any associate she has introduced us to; but rather an assessment and guidance on plans we have for the future.
Coming to see you, using your services, was the best decision we ever made as a couple. We can’t thank you enough. We couldn’t have done any of it without you. Thanks, Kathryn.
What We’re Writing
Inflation is on everyone’s mind. How can you manage your finances through ambiguity and change? Also, we’ve got a big change on our team, ways to plan your summer, think about retirement, pick your investment manager, and help Ukrainians in crisis.
We hope you’re as excited for the warming weather and the satisfaction of filed taxes as we are. Spring is a time of growth and renewal and we here at Spring Plans take that to heart.
Incentives. Don’t we all just love these? We have the knowledge and strategies to help you get the most out of this tax season. Let us seamlessly guide you through to the finish line!