DON’T CALL IT A DREAM,
CALL IT A PLAN.
How do you manage your spending and saving to create your ideal lifestyle, without compromising the future? By creating an intentional financial & investment plan, and following it. I want to help you do that.
Justin Chidester, CFP®, AFC®
Hi, I’m Justin. I’m passionate about helping you design your ideal lifestyle.
Anyone can follow financial rules of thumb. I want to go beyond that to create a financial and investment plan that is customized for you. I want you to have the confidence to pursue your bucket list items without worrying about if you can afford it.
I’m a fee-only fiduciary, 100% of the time. And I work mainly through video calls, so it doesn’t matter where you live.
See Justin In:
Specialties
Though I can work with anyone, I specialize in financial planning for the following:
HIGH STUDENT LOAN BALANCES
If you’re a graduate of medical, dental, law, or veterinary school, the #1 most important decision on your financial future is what pay-off strategy you choose for your student loans.
If you have student loans greater than $100,000, you cannot identify the best strategy without professional grade analysis tools and advice.
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 are public companies with a strong presence in Utah, and provide 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.
Services & Pricing
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All-in-One Financial Plan
All-in-One Financial Plan
$649
Paid in two installments. Consultations also offered on a per topic basis.
ONGOING PLANNING SERVICES
Ranges from
$499 - 3,000
for upfront plan
+
$70 - 400
monthly**
Upfront plan cost is in 2 installments, about 2 months apart. Monthly fee begins the month after that.
Pricing is individualized based on complexity.
Investment Management
Betterment:
0.30%
of AUM
TD Ameritrade:
0.45%
of AUM
