Julia Chung, CFP®, FEA, TEP
Partner, Sr. Financial Planner
Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning
Values Centered
Collaborative Professional Advice
Continuity 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
What is “Human-Led Financial Planning”?
What is “Human-Led Financial Planning”? The Wealthy Barber, Dave Chilton and Julia had a great time talking about money, mindset, people, cash flow.
Why Is Transformation Such a Scary Word?
Transformation is a scary, messy, and exciting journey that challenges old habits, beliefs, and routines. That discomfort is proof you’re growing, stretching toward authenticity, resilience, and a life that truly reflects your values and what matters most to you.
Beyond the Will: Building Leadership for 100-Year Family Enterprises
Julia spoke with Mehul Gandhi on the “Mind Your Money” podcast, sharing her thoughts about family, money, leadership, and more.