Justin Chidester (AFC, CFP®)

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

  • ExPat and Cross Border Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Tax Planning

Planning Specialties

High Student Loan Balances

Graduates of medical, dental, law, or veterinary schools should consider how their financial decisions should be made differently compared to the average person.

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.

Expats and U.S. Military in Japan & 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.

Additional Information

HOW I HELP

I find that the biggest challenge for people today is analysis paralysis.

You try your best to learn all you can about your finances and manage them on your own. You filter through endless books, articles, podcasts, and forums. But it feels like the more you learn, the more complex you realize planning your own finances can be.

WHO I HELP

My clients tend to be smart, hard-working people who often have a fairly good idea of what they should be doing before they get to me. But they recognize they may have blind spots they’re not aware of, or have come to the realization that they’re simply going to get better results with a professional’s guidance. Plus, they know they’re going to save time, money, and stress if they work with a financial advisor who knows them well.

WHAT I DO

As an Accredited Financial Counselor (AFC®), I love helping people understand their own relationship with money and what it means to them. Then I use my knowledge as a Certified Financial Planner™ (CFP®) to create your financial plan and follow the investment and tax strategies that will keep more money in your pocket and build your wealth efficiently. I believe in providing that service in a transparent, affordable, and unbiased way that is not typical of financial services.

PROFESSIONAL DESIGNATIONS & AFFILIATIONS

Justin is a member of the XY Planning Network, the Fee Only Network, and the Utah Financial Advisor Network.

NAPFA Start Date

October 28, 2013

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This Office

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