Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning
Values Centered
Collaborative Professional Advice
Continuity Planning
Connect with us
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!
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What We’re Writing
Disabled Child: Financial Planning for Long Term Care
In this month’s case study, we’re sharing the financial story of a family with a disabled child who will require long term care. Before we introduce you, we’re circling waaay back to the beginning of the year (was that just eight months ago?!), when we let you in on...
Cross-Border Finances: A Case Study
Cash Flow for Cross-Border Finances Leela is finally doing her dream job, consulting to international companies on how to create inclusive environments within their organizations. She also helps her clients deal with internal biases and speaks to large audiences...
Intentional Money Management – July’s Great Reads
Sandi’s Great Reads have been legendary here at Spring. We always look forward to her list of reads - she’s such a great curator. She’s also reading a lot more than the rest of us, so we thought we’d start giving her a hand. Going forward, the rest of the planning...