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!
What We’re Writing
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.
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!
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.