

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
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!!
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.
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 May Update
We hope you’re as excited for the warming weather and the satisfaction of filed taxes as we are. Spring is a time of growth and renewal and we here at Spring Plans take that to heart.
2022 April Update
Incentives. Don’t we all just love these? We have the knowledge and strategies to help you get the most out of this tax season. Let us seamlessly guide you through to the finish line!
Quarterly Market Clinic
2021 has had a big impact on us, from our personal lives, to inflation, and our future financial planning. Watch this live webinar to hear Darryl’s recap.