

Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning

Sandi Martin, BA, CFP®, CFDS™
Partner, Financial Planner
Specialties:
Retirement Income Planning
Family Goal Planning

Kathryn Mandelcorn, FMA, PFP®, QAFP™
Cash Flow Strategist
Specialties:
Money Coaching
Cash Flow Planning

Darryl Brown, CFA®, BComm
Portfolio Strategist
Specialties:
Investment Consulting
Portfolio Analysis
Connect with us
Working with Sandi was everything I hoped for. I felt like you got to know me well and very quickly. I feel like your recommendations reflected my current reality as well as my personality. That is, you didn’t recommend things that I would never commit to.
After going through this process, I feel like I have a much better understanding of my financial picture. I so wish that I would have done this years ago!!
Having an impartial 3rd-party review our entire financial situation is one of the best business decisions my wife and I have made. We consider Julia our personal CFO and have incorporated her services into all aspects of our financial lives.
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.
Well, it’s been a year since we came to see you last and enacted our plan and we are writing to tell you that we are DEBT FREE on November 1ST ON SCHEDULE!!!
Coming to see you, using your services, was the best decision we ever made as a couple. We can’t thank you enough. We couldn’t have done any of it without you. Thanks, Kathryn.
Our Process

What We’re Writing
2022 March Update
As the season changes, so do we and we wish that for you too! Growth is a part of reconnecting to your values and that’s what we strive to help you achieve at Spring Plans.
2022 February Update
The theme for our February is this beautiful and unavoidable concept: change. Through internal and external growth, the daily tasks that push out our comfort zones, and the whirlwind of decisions we get to make. Change moves us towards the future we hope for.
2022 January Update
A new year brings new changes to Spring Plans. In this article, we give you the skinny on what’s to come in 2022 and how we can help you strive to reach your financial goals.