HI, I'M JUSTIN.
I’m the owner of Wealth Mode Financial Planning.
I help people who are like me: I want to enjoy my life now as much as I can, but without putting my future at risk, because I have a lot of goals, dreams, and bucket list items I want to make happen.
I empower my clients to align their money with their personal values, invest right, and use their wealth for good. Basically, living intentionally with your finances. I call that “living in Wealth Mode,” which sounds a lot cooler than “making good financial decisions.”
WHAT I DO
As an Accredited Financial Counselor (AFC®), I have deep experience helping people understand their own relationship with money and master the basics, if necessary. Then I use my knowledge as a trained Certified Financial Planner™ (CFP®) to create your financial plan and utilize the investment and tax strategies that will keep more money in your pocket and build your wealth efficiently. And I believe in providing that service in a transparent, affordable way that has not been available to young families in the past.
WHO I HELP
My clients tend to be smart, hard-working, middle-class people who are pretty savvy with their finances before they get to me. But they recognize that knowledge alone doesn’t translate automatically to behavior or success, and that it takes a lot of time to be your own advisor as your life becomes more complex.
So if you feel like you know what you should be doing with your money, but to some extent it’s not happening or is causing you too much time and stress, let’s work together. I work with people both locally and virtually, so it doesn't matter where you live. I have a standing offer for a free 30-60 minute in-person or virtual meeting to answer any questions you have about money, investing, or working with me - and I promise there will be no sales pitch. Let's just talk, openly and comfortably.
Justin Chidester, CFP®, AFC® is a fee-only financial planner who helps other young professionals and families live life in Wealth Mode. He resides in Logan, Utah, but works virtually so he can meet with clients wherever they are.
In addition to financial planning he loves attending live performances and heading out to Real Salt Lake soccer games with his wife and best friend AnnAlyse (and with anyone else who will join them). At home you might find him noodling on his guitar or piano or listening to classic rock whilst poring over a jigsaw puzzle.
Justin graduated from Utah State University in Family Finance and Personal Financial Planning. He is proud to to be part of the 1.25% of all financial advisors who are a CERTIFIED FINANCIAL PLANNER™ practitioner under the age of 30. He is also an Accredited Financial Counselor (AFC®) through the Association for Financial Counseling and Planning Education (AFCPE).