Live in Wealth Mode.
Define your best life.
Create a financial plan to intentionally pursue it.
And let us help.
We’re experts in advising young professionals with high student loan debt.
And we’d love to share with you how we do it.
About Our Clients
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27-35 Years Old
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$250K Average Student Loan Debt
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$175-225K Average Gross Income
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2 Income Earners
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20% Single, 40% Unmarried Couples, 40% Married
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Clients Served in 30+ States
Our Services
One-Time Services
Power Hour Consultation
$300
1-hour consultation for concentrated and affordable financial advice.
Student Loan Plan
$400 - $600
A 2-meeting consultation to create an optimal pay-off strategy for high student loans.
Financial Plan
$1,500+
A collaborative 4-meeting program to teach you financial strategies and design your holistic financial, investment, and tax plan.
Ongoing Services
Ongoing Planning
$125+ / month
Semi-annual meetings, personalized video advice, and year-round touch points to continuously monitor your finances.
Investment Management
0.25% of AUM
Optional add-on: have your investment accounts professionally managed for a fraction of the cost compared to the industry average.
Tax Return Preparation
Quoted Case-by-Case
Optional add-on If you’re already working with us for ongoing financial planning, consider having us prepare your tax return as well.
Meet the Founder
Justin Chidester, CFP®, AFC®
I’m a fee-only financial planner and fiduciary advisor.
My team and I are passionate about helping you figure out your path to financial independence…even with all that student loan debt.
See where Justin’s been featured In the Media
