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
Inter-generational wealth planning: Why are we going to all of this trouble
Julia joined Vancity to talk about Inter-generational wealth planning and the importance of starting with people.
Longevity & Legacy: Financial Planning for health, family, and wealth
With longer lifespans and evolving health-care needs reshaping personal financial decisions, it’s essential to plan ahead.
2024 October Update
The myth of perfection, fueled by social media, promotes an unrealistic standard that creates an all-or-nothing mentality. It hides real-life struggles, leading people to feel inadequate. True success is not perfection but resilience in overcoming setbacks.