Justin  Chidester

Justin Chidester

| CFP®, AFC®

Wealth Mode Financial Planning

Financial advice for life's richest experiences.

Specialties

  • Fee-Only Financial Planning
  • Young Families
  • Budget Coaching
  • Investment Advice
  • 401(k) and IRAs
  • Student Loan Advice
  • Tax-Savings Strategies
  • Insurance Recommendations
  • Starting a Business
  • Hourly Fee Consultations

Visit Us

1034 RSI Dr Ste 100
Office A
Logan, UT 84321

Virtual Meetings available anywhere in the U.S.
Schedule at http://www.calendly.com/wealthmode/meet-online
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Hi, I’m Justin! I’m the owner of Wealth Mode Financial Planning. 

I believe in ongoing, affordable, comprehensive financial planning for young middle-class families. I help people who are like me: those who want to raise a family without sacrificing their bucket list items.

I empower my clients to align their money with their personal values, invest right, and use their wealth for good. I call that “living in Wealth Mode,” which sounds a lot cooler than “making good financial decisions.”

Meeting in-person and virtually, I help clients across multiple states (Utah, Idaho, Nevada, and more).

Comprehensive financial planning and investment management services include:

  • 3-4 meetings per year with a CERTIFIED FINANCIAL PLANNER™
  • Open access via email/text for any financial questions or issues
  • Appointments on weeknights and weekends
  • Virtual/video call meetings for convenience (no commute or babysitter necessary!)
  • Affordable monthly billing instead of large fees for each meeting
  • Priced to your level of need (income, net worth, complexity, etc.), not on amount of assets
  • No asset minimums - can work with anyone!

Here's what you get:

  • Create a cash-flow system and spending plan based on your life goals
  • Advice on all big life decisions - like starting a family, buying a home, changing jobs
  • Ongoing investment selection and asset allocation on all of your accounts, managed by us or elsewhere (401k, Traditional & Roth IRAs, HSAs, etc.)
  • Accountability to stay on track with financial goals
  • Ongoing implementation, and follow-up in getting financial tasks done to stay disciplined and on track and balance your financial priorities 
  • Guidance on all your insurance policies and work benefits
  • Tax planning strategies to save you money
  • Less time and stress than planning your finances alone