Julia Chung, CFP®, CLU®, FEA, TEP

Partner, Sr. Financial Planner

Specialties:
Retirement Planning
Private/Family Business
Cross-Border Planning

Values Centered

Fully invested in finding out what success looks like for you and designing strategies that align with your values

Collaborative Professional Advice

Key players on your professional advisory team, bringing your legal, accounting, and portfolio management partners into alignment with each other and your financial plan

Continuity Planning

Accomplished Family Enterprise Advisor facilitating the transition of your family’s legacy from each generation to the next

Meet the whole team

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.

F. Fajardo

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.

C. Dewar

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!

C. Ducharme

Our Process

What We’re Writing

CERB and COVID-19 Cash Flow Clinic

by Spring Plans | Apr 3, 2020 | Big Picture, Cash Flow, COVID-19, Investing, Personal Finance, Wealth Management, Webinar

Note: For more information on the coronavirus and how it relates to your finances, see our dedicated COVID-19 resource page. Cash Flow Clinic Transcript Kathryn Mandelcorn (KM) 0:16 Good afternoon everybody, everybody’s admitted in, we are recording this call. So...

March 2020 Update

by Julia Chung | Mar 30, 2020 | Cash Flow, Investing, Monthly Spring Update, Personal Financial Planning

We hope this newsletter finds you as well as you can possibly be. It’s only been a month since our last regular newsletter, and so much has changed. Things are changing on a daily basis now, and there’s a great deal of uncertainty in the air. At Spring Plans, we have...

Financial Markets & COVID-19

by Darryl Brown | Mar 24, 2020 | Big Picture, COVID-19, Investing, Personal Finance, Portfolio IQ, Wealth Management, Webinar

Note: For more information on the coronavirus and how it relates to your finances, see our dedicated COVID-19 resource page. Financial Markets and COVID-19 Q&A Transcript 0:00 Thanks for joining this call to review what’s going on in the financial markets, and...

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