

Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner

Sandi Martin, BA, CFP®, CFDS™
Partner, Financial Planner
Connect with us
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
2022 August Update
Design thinking continues to permeate all aspects of the work we do at Spring Plans – both with you and on our own. We’re making some changes thanks to our own thinking. Read all about it in this month’s update.
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.
Strategies for spending, costs and income in retirement
Julia participated in a panel discussion at the Globe and Mail: Money Matters event on June 20, discussing “income endurance” with several industry specialists. Her panel begins at 59:39.