Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
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The advice was thorough, concise, and very detailed. It is clear that there was a great deal of time and consideration put into the analysis and final recommendations, which were very clearly explained in the planning meeting. Also, it was a pleasure to work with the people at Spring Financial: they were always friendly, prompt with answers, and very helpful.
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.
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
Inflation causing some to think twice about having kids
Julia talks about when thinking about the financial costs of having children, it’s necessary to plan and be resilient in managing change.
Celebrating Family Day amid mounting financial challenges
Julia discusses with CTV news how measuring what your time is worth and how that factors into how much time to spend on saving money.
2023 February Update
Decision making is HARD. At Spring we help you create a framework for that decision making based on your own value system. Using this lens, you can identify the trade-offs you’re willing to accept, making decisions with confidence. Find out how, right here in our February update.