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Financial Advice for Life’s Richest Experiences

Most people don’t save enough money, and live only for today. Others are so worried about their future that they can’t enjoy the now.

How do you optimize your spending and saving so you create your ideal lifestyle, without compromising the future? By working with a fee-only financial planner.


Specialties

Though I can work with anyone, I specialize in financial planning for the following:

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HIGH STUDENT LOAN BALANCES

If you have student loans greater than $100,000, then your financial planning needs are complex. You need to optimize the way you save and invest while you pay off debt. Graduates of medical, dental, law, or veterinary schools would be wise to consider how their financial planning decisions should be made differently compared to the average person.

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EXPATS AND U.S. MILITARY IN JAPAN AND SOUTH KOREA

I’m half-Japanese and have lived over 3 years of my cumulative life in Japan and South Korea. Americans and international couples & families living in those countries must navigate tax planning and other financial decisions. If you have goals to move or continue living there, let’s build your financial plan around making that happen.

EMPLOYEES OF UTAH TECH COMPANIES

The Silicon Slopes movement in Utah has created a hub for tech companies to thrive. Pluralsight, Workday, and Domo and more are now public companies providing many forms of employer stock benefits to their employees. This brings many opportunities for important tax and investment planning considerations when managing ISO’s, NSO’s, RSU’s, ESPP’s, and more.


 

Meet the Advisor

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Justin Chidester, CFP®, AFC®

Hi, I’m Justin. I serve my clients virtually via video calls all across the United States, Japan, and South Korea, straight from my office here in Logan, Utah.

I’m a fiduciary, 100% of the time.

 

As Seen In:


Serving Clients In-Person and Virtually Across the Globe

 
 

Questions?
Request more information.

If you’re interested in meeting about my services, please schedule here. Otherwise, use the form below.

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