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!
What We’re Writing
2023 March Update
Habits can run our lives to the point where we aren’t really sure what we want anymore. With more urgent and frankly interesting stuff in life than mindless habits, how do we move from boring habits to your best life?
2023 February Update
Decision making is HARD. At Spring we help you create a framework for that decision making based on your own value system. Using this lens, you can identify the trade-offs you’re willing to accept, making decisions with confidence. Find out how, right here in our February update.
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.