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

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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.

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

February 2019 Update

by Julia Chung | Feb 25, 2019 | Fee Only Financial Planning, Financial Planners

Happy Lunar New Year! If you’re a regular reader, you already know that some of the team got together at the end of January to retreat and discuss what we did in 2018 and what we’re hoping to do in 2019. Our annual executive retreat, facilitated by the fabulous...

Design Thinking: Income & Cash Flow

by Kathryn Mandelcorn | Feb 19, 2019 | Budgets, Cash Flow, Debt Management, Design Thinking, Personal Financial Planning

As promised in our What We Want for you in 2019 article, we are jacked about design thinking this year, and how you can use it to optimize your life and your finances to create the life that you didn’t know you always wanted. This month, we are applying this thinking...

Introducing Karen Richardson

by Spring Plans | Feb 1, 2019 | Announcement, Cash Flow

We are excited to announce that as of February 1, 2019 we have added a new member to our planning team: Karen Richardson, Cash Flow & Associate Financial PlannerKaren joins Spring after 7 years as an independent advice-only financial planner in Kenora, Ontario,...

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