Julia is incredibly knowledgeable, and is filled with great advice. She created a very thorough, and personal plan for me that will help me stay on the right track to achieve my goals. I look forward to continue to work with her throughout the stages of my planning needs.
J. Clyne

As a successful entrepreneur and capable in the financial arena, I needed a financial resource to assist me passing along education and values of financial accountability and education to my 40ish sons and their wives. Due to family dynamics it was not working. Julia with her excellent accounting background and people skills was able to make significant progress which resulted in gratifying results in the areas of education, accountability and discipline.

Providing this gift to my family does not have a price. Over several months and sessions we accomplished a lot and Julia’s contribution was necessary and very valuable. Julia has the accounting background, people insights and care about her client success — all of which were used in our process.

A. Szocs

I cannot say enough about the help Julia has given us to get where we want to go. Amazing what you can do with the right help. Highly recommend that you contact her. You will be surprised at just how much more you could be doing.
S. McNally

When looking for a financial planner, my fiancé and I wanted someone who understood our goals, as well as our relationship to money. Julia did a great job with walking us through exactly what was needed to buy a house, put away money for retirement and also still have accessible funds for emergencies. As a business owner it was also important for me to have someone who understood the risks and challenges involved in this choice of career. Julia was able to give financial advice in this area, as well as direction for how to create a profitable company.

Overall I would recommend Julia as a financial advisor who cares deeply about her clients and is always there to adjust the plan should changes or challenges arise.

J. Munro

A few days ago, I was in a meeting with my financial planner, Julia. We were reviewing the long term plan for my financial goals and how that translates into my focus and actions for the next 12 months.

At the end of the meeting, Julia reminded me of a very important but often overlooked thing when we are working on long-term goals and projects:

The importance of rewarding effort, not just achievement.

It takes a significant amount of effort over time to achieve long term goals of any kind in life, work, or business.

A. Davies

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.
Frederick Fajardo

We are in our mid 40s and have accumulated a fair amount of assets over the years. We are both childless, debt-free and express a desire to retire at 50. This being said, we were very unsure as to whether we were able to achieve this, as well as maintain our existing lifestyle. We wanted an independent opinion devoid of any influence from any financial institutional affiliation.

After meeting with Julia and sharing with her all our confidential financial details, she was able to extrapolate and compile all our particulars. She then arranged a meeting where she presented us with a very complete portfolio of our affairs. This was preceded by a comprehensive explanation of our situation whereby if all needs maintain the same, she confirmed and assured us that we are able to retire at 49 and 50. We feel that Julia is our personal ‘CFO’ and we do not hesitate to contact her when we have any financial doubts or concerns.

We are very impressed with Julia’s professionalism and attention to detail and we highly recommend her to anyone who has ever wondered about their current financial circumstances. She has definitely given us peace of mind.

D. Huang

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

I reached out to Spring Planning when responsibility for family finances was newly falling into my hands as my husband’s dementia worsened. I was feeling overwhelmed and unsure I had the money I needed to care for us both throughout retirement. From our first phone call, I felt I was in safe, compassionate and competent hands with Julia. She took the time to get to know me and my situation. Over the course of several months, she worked with me to gain a full and complete understanding of my finances, and to create a financial plan that assured me I would have what I need to be comfortable and secure in old age. I learned a lot, and now that my husband has passed, I continue to use Julia’s advice as I manage my money and life. Working with Julia has allowed me to put my mind at ease, and that is priceless.

P. Moore