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
Cash Flow Planning – Building Confidence into Your Retirement Plan
When you think about retirement planning, your mind may start to fill with acronyms: RRSP RRIF TFSA LIRA CPP OAS Just think: that’s only the Starter Pack of Financial Jargon. It gets a whole lot worse. You may think you’ll have to earn a Master’s Degree in personal...
Money Mindset: Scarcity vs. Abundance
We ask some pretty tough questions at Spring. Open-ended, thoughtful and curious questions are among the many keys we use to unlock how we can truly help you move into great success. Without a doubt, some of the toughest questions we ask - the ones we agonize...
2018 Spring Financial Gift Guide
If you’re reading this financial gift guide, presumably you’re interested in helping your friends and family get better at managing their money and making great decisions about their lives. That’s good. When you give gifts like these, there’s a real danger that the...