Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning
Connect with us
The advice was thorough, concise, 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.
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.
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 September Update
We want you to notice what is – and is not – resonating in your life. That means, that we need to pay attention. To think about what might make it even better… what “your life, well spent” could really look like.
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
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.