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
Inheritances, both during and after lifetimes
This episode of the Stress Test Podcast was all about inheritances, both during and after lifetimes, as well as whether assuming a big windfall makes sense for personal financial plans.
2024 June Update
Tax can be annoying. The way the changes to the capital gains inclusion rate has been rolled out is even more annoying. Factoring in the limited time to consider options could all trigger an emotional decision that isn’t necessarily in your best interests.
Helping Family Members Financially
It’s crucial to make sure that you’re financially comfortable yourself before helping others