Spring Plans Banner blossoms
Julia Chung, CFP®, CLU®, FEA, TEP
Julia Chung, CFP®, CLU®, FEA, TEP

Partner, Sr. Financial Planner

Retirement Planning
Private/Family Business
Cross-Border Planning


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The advice was thoroughconcise, and very detailed. It is clear that there was a great deal of time and consideration put into the analysis and final recommendations, which were very clearly explained in the planning meeting. Also, it was a pleasure to work with the people at Spring Financial: they were always friendly, prompt with answers, and very helpful.

F. Fajardo

Having an impartial 3rd-party review our entire financial situation is one of the best business decisions my wife and I have made. We consider Julia our personal CFO and have incorporated her services into all aspects of our financial lives.

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.

C. Dewar

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!

C. Ducharme

Our Process

What We’re Writing

2023 August Update

2023 August Update

Act upon the answers to your “why” question. Every activity you undertake, ask yourself: “What is the WHY behind this fulfillment?” Explore the link between your daily actions and fundamental motivations. Introspection is invaluable, and your future self will thank you.

2023 July Update

2023 July Update

Unleash your “why”! Understand your values, emotions, and aspirations. Reflect on what matters and reshape your path. Reconnect with purpose. Evaluate and align your “why” with choices. Embrace it to transform your life. Discover the power within.