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
Investing for a Better Future
This month we’re taking you through creating your investment portfolio, so that what you invest in aligns with your values, and serves you for the future.
2021 July Update
The summer months are flying by. We want you to be the captain of your own destiny through using your values in your retirement strategy.
Retirement Strategies for Your Unique Values
Your retirement strategy should be so uniquely catered to you and your values, in order for it to be fully supportive of you living your life, well spent.