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
Why do advice-only planners have waiting lists?
Why do advice-only planners have waiting lists? Julia discussed the topic with Rob Carrick from the Globe and Mail.
Combining Assets without a written agreement
Agreements are crucial when combining assets with anyone, be it a spouse or a friend. It’s best not to combine your assets with anyone without the benefit of a written agreement of some kind.
2024 September Update
Perfectionism can sabotage progress toward long-term goals. Instead of focusing on doing things perfectly, aim for continuity. Setbacks are inevitable, but with resilience, self-compassion, and small, consistent steps, long-term success becomes achievable. Embrace the journey, not perfection.