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

October 2018 Update

by Julia Chung | Oct 29, 2018 | Fee Only Financial Planning, Goal Planning, Monthly Spring Update, Personal Finance

For many of our clients, one of the most frustrating moments of working with expert advisors is when you have this realization: There is rarely one “right” answer. Even when you process this initial realization, and think to yourself, “Sure, everyone is...

Book Review: Mindset: The New Psychology by Carol S. Dwek

by Kathryn Mandelcorn | Oct 23, 2018 | Book Review, contentment, Personal Financial Planning, Relationships

Mindset: The New Psychology of Success is the outcome of decades of research by Stanford University psychologist, Carol S. Dwek. Her findings produced the idea of fixed mindsets and growth mindsets. Dwek describes the Fixed Mindset as belonging to those who believe...

What to do when your parents haven’t planned

by Julia Chung | Oct 18, 2018 | Personal Financial Planning, Relationships, Retirement, Retirement Planning

Your parents have been adults for as long as you can remember. They always had things in hand. They paid the bills, put a roof over your head, bothered you about cleaning up your room and doing your homework, and cried at your graduation/childbirth/other meaningful...

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