In the summer of 2016, we announced that JYC Financial and Spring Personal Finance were collaborating - financial planners Julia Chung and Sandi Martin decided to share financial planning knowledge, super powers, and support systems.
It was a successful test run.
We're thrilled to announce that we liked that experience so much that we decided to merge our firms. The new firm will be called: Spring Financial Planning.
We spent the first week of spring together finalizing the details, developing new systems, processes, and visions. One thing we didn't have to change, though, was our values, which are so strongly aligned we whipped up this wording in minutes:
We believe that Canadians need the tools to create financial success on their own terms, and that conflict-free financial planning equips them to make educated decisions about their future.
Through Spring Financial Planning, we look forward to serving Canadians from all walks of life, and helping other conflict-free planners who wish to do the same.
Starting in April 2017, you can find us at www.springplans.ca. Come visit! (But wait until April)