2021 June Update

by | Jun 25, 2021

Summer! It’s here!

We hope the long days of sunshine, warm air, and the freedom to eat and visit friends in the great outdoors is giving you the same boost it’s giving us.

And speaking of boosts: we are absolutely chuffed to announce that our very own Julia Chung has been recognized as a YWCA Woman of Distinction in the category of Entrepreneurship and Innovation for her vision, accomplishments, leadership, volunteerism, and community building.

Julia has relentlessly sought out female partners whose talent had been almost criminally wasted in traditionally male-dominated industries like finance and accounting.

Both Spring Planning and our sister company Admin Slayer are structured to allow team members to work flexibly and remotely, allowing them to learn, support their families, and live outside of major cities, while still growing, developing, and taking on impactful roles within the administrative professional and financial planning industry.

Spring is innovative because it is one of a small handful of firms offering financial planning directly to clients, without selling investments or insurance (which often tilt the advice given to favour product sales over excellent advice). Julia’s leadership in Spring has consistently pushed the industry towards more ethical, professional financial planning.

Admin Slayer is innovative because it is not a high-volume, transactional, low-wage, gig-economy platform. Slayers are not order-takers. They are professionals who anticipate what small business owners need to be successful and execute those administrative, bookkeeping, and client acquisition tasks so that owners focus on why they went into business in the first place – the work they excel at.

Julia’s leadership at Admin Slayer has consistently pushed the boundaries of how excellent administration can make small businesses – and by extension, Canada’s economy – successful, while providing decent pay and flexible work for the professionals who make it happen.

Julia co-founded two non-profit organizations (Advice Only Financial Planners’ Forum and Financial Planning Association of Canada, where she is the vice-president) that support the professionalization and diversification of the financial planning industry. Julia is also a board director with Family Enterprise Canada, which supports family businesses and the professional advisors who work with them, across Canada.

She is a prolific author, writing regularly for both companies, and has co-authored three ebooks: Women & Money, The Art of Delegation, and The Entrepreneur’s Survival Guide. She is recognized in mainstream media as an expert in business and personal finance in North America, is a regular speaker at industry and education events, including the Women @ Google Summit in 2019 where she is invited to return in the future. (She’s still kind of excited about that one.)

Julia has attained four advanced financial planning designations while working full-time – and all of this by age 44 as a single parent.

Please join us in congratulating Julia on this remarkable and well-deserved award!

Oh, and of course, we haven’t forgotten our monthly article on values. This month, just in time for summer, we’ve written all about one of our favourite topics: Freedom. The definition of “freedom” is different for everyone, and it’s part of our practice, at Spring, to dig into what it means to you, whether that’s through our incessant questioning before, during, and after meetings, or through this handy-dandy little newsletter. We’re looking forward to your thoughts on this the next time we talk!

Spring Team

 

 

Spring in the News:

Julia had a chat with Jason Watt on the CE drive podcast, discussing how she delivers financial planning (not plans). You can listen to it here.

As housing prices soar, advisors are adjusting their approaches with clients looking to get into, and out of the housing market. Read more

Join Julia Chung and Kathy Bright for a conversation on everything trust-related, and thinking conceptually about when – and how – trust works best. Read more

Practice Notes:

Sandi is continuing the practice of taking summer Wednesdays off to go adventuring with her family (for a given value of “adventuring” that includes “reading in a hammock”). There will only be one Summer of 2021.

Our resident father of two kids under three, Darryl, is off for the week of July 10th through 18th, hopefully catching up on some sleep.

Kathryn will be taking some much-deserved time away from July 7th through 10th and again from July 26th through August 6th.
Julia will be taking her annual two weeks off starting July 24th through August 8th to relax, celebrate her birthday and dream big strategic dreams.

“Free” Fridays remain booked permanently in our calendars. These days are free to us at Spring in the sense that they are our opportunity to work on becoming better planners, whether through collaboration and discussion, education, research, or even a little down time. It’s been a regular practice since the summer of 2017, and we will continue to set aside the time to become better versions of ourselves every week. Even 1% better is solidly worth it, because we know that will be reflected in the work we do for you.


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