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
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.
2021 December Update
As the year closes out, we’re talking about our “why” and how it connects with your “why”. We hope that despite the uncertainty of 2021, you have had many bright moments of joy and hope.
Reflecting on Your Life, Well Spent
It’s the end of the year and with this season comes a time of reflection and introspection. This year we wanted to focus on values and on people. Read more to learn how we did just that.