Wealth Mode Financial Planning, LLC

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Justin Chidester (AFC, CFP®)

Justin Chidester focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Millennials

Additional Information

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 across the country.

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I believe in empowering 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 is a lot more interesting than “making good financial decisions.”

As an Accredited Financial Counselor (AFC®), I know how to help you understand your own relationship with money and it's meaning to you. Then I use my knowledge as a Certified Financial Planner™ (CFP®) to 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.

 

NAPFA Start Date

October 28, 2013

Industry Start Date

May 05, 2014

Wealth Mode Financial Planning, LLC

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This Office

1034 RSI Dr Ste 100 Office A Logan, UT 84321-2204 Phone: (435) 363-9445