I had an outstanding experience during the complimentary 45-minute consultation with Define Financial. One of their partners took the time to truly understand both my situation and my wife’s, as we navigate what has been an exciting—but understandably complex—transition into the next phase of our lives. The guidance we received was thoughtful, clear, and tailored to our needs. By the end of the session, we had a well-defined plan of action and a strong sense of direction. As a result, we feel confident moving forward with a planning path that includes partnering with Domain Money and engaging a local estate attorney. I greatly appreciate the attentiveness, professionalism, and practical advice provided. This was a highly valuable experience, and I would absolutely recommend Define Financial to others seeking clarity and confidence in their financial future. — US Navy Retired									

										The trustworthy folks at Define Financial have provided me years of top notch advice on investments, taxes, and estate planning. Their experience / insights have allowed me to spend without worrying while continuing to build my portfolio in my retirement years. This is done with great attention to my particular situation at a below industry average cost. What more could I ask for? Well, Taylor also hosts informative and easy to digest podcasts on a broad spectrum of important financial issues. Bottom line: You can’t miss with these dedicated and highly knowledgeable folks!									

										We have been working with Define for 5 years now and we could not be happier with our relationship with them. They provide us confidence in our retirement and tax planning, insights on what-if scenarios, and help us define (pun intended) and then attain our goals to spend more quality time with our friends and family. We strongly recommend Define Financial for successful, low stress retirement decision making.									

										Choosing Define Financial has been one of the best decisions we have made. Taylor, Tyler, and the entire team have consistently treated us with professionalism, responsiveness, and genuine personal care. What stands out most is that they never make you feel like just another client. They take the time to explain things clearly, answer questions thoroughly, and provide thoughtful guidance tailored to our goals and comfort level. Their communication has always been prompt, honest, and reassuring. It’s rare today to find a financial team that combines technical expertise with such a personal touch. We truly appreciate the relationship we’ve built with Taylor, Tyler, and everyone at Define Financial, and we would highly recommend them to anyone looking for trusted financial guidance.									

										Taylor has built an outstanding, client focused firm.  If you check out his social media content, you'll get a sense for his ability to provide substantive information in a coherent, concise way that demystifies a lot of the complexity inherent in finance.  Define Financial applies that same skill to my (and I'm guessing every client) family's unique situation.  They have been instrumental in helping us achieve our goals - especially Tyler.  He listens really well, and is a total "finance nerd" (the highest compliment) in precisely the way you want your financial planner to be!  That is to say he is very analytical, thorough, knowledgable, focused on details and sees the big picture.  Karen is, in summary "on it."  She is simply on top of everything, and seems to have a magic wand to remove all hassles, or friction in any form.  These folks are true professionals and genuinely invested in our success.									

										The team at Define Financial has been great for us.  While we truly trust the experience and focused care of Taylor and Tyler, as important and valued is the dedication and responsiveness from Karen in responding to every question and need.									

										Since August 2023, we have worked with the Define Financial team regarding our financial situation post-retirement.  I listened to Taylor’s podcasts for over (6) months prior to our engagement to understand their approach and investment philosophy -- should have reached out earlier.  A strong fiduciary approach and working with clients like us were (2) key deciding factors.  Their expertise, recommendations and implemented plans have provided us with peace of mind and a clear path forward.

A special thanks to Karen, whose work regarding portfolio administration has been exceptional. High marks for attention to detail, responsiveness, and the ability to simplify the processes for our numerous requests.

We believe the Define Financial team has a genuine commitment to our financial well-being. We highly recommend their services to anyone seeking expert financial advice and guidance in retirement planning.									

										As my wife and I transitioned from earning and working to retirement and with all the financial changes that go along with switching gears, Define Financial is the perfect fit for us. Their knowledge of this phase in our financial life and their responsiveness to our questions really allows us to enjoy our retirement knowing that we are in very capable hands.									

										We are very happy with the service we receive from the team at Define Financial.
Knowing that we have a knowledgeable team guiding us through our retirement brings us great peace of mind.									

										We have had Define Finance as our Financial Advisor for over 2 years. I am very impressed with their attention to detail and overall approach to ensuring our finances are managed appropriately. They are insuring I am paying the least taxes, as well as keeping my nest egg appropriately invested. I can ask any question about all aspects of my wealth management and they will find the answer. I have full confidence in their team.									

										The Define team is wonderful. They take the stress and anxiety out of finances for us.  They have earned our utmost trust and respect.									

										The team at Define Financial is excellent across the board. Their advice and portfolio management greatly exceeds the cost. I don't have to worry about the markets--my advisor is doing that for me while I get to enjoy improving my golf game.									

										Always provide excellent financial advice in a warm, friendly and personal manner- the team prepares for my individual needs and is
easy to work with!! Highly recommend their services.									

										I found Taylor Schulte through his Live Wealthy podcast which I can highly recommend! When we learned their team was accepting new clients, we quickly got in touch to see if they may be a good fit for us. We had just recently retired and we felt that our "traditional financial planner" was not meeting our needs. We met with Taylor and Tyler, and to say we were BLOWN AWAY is not strong enough! These guys have Retirement Planning dialed in!! They were very thorough, asked the right questions and came through with a complete financial plan that was easy to understand and covered many things we had yet to think about. They showed us how Roth conversions could make a huge difference in our lifetime tax bill.  They uncovered the (often mysterious ) fees we were paying within our various accounts and helped us simplify the assets to make them more manageable. For MANY years we paid our advisor but did not feel we were receiving what we needed. We couldn't articulate what we were missing because you don't know what you don't know!!  Taylor and Tyler turned the lights on for us and we are very grateful. I also must mention that their office manager, Karen, is WONDERFUL too! She is professional, kind, proactive, and wonderful at detail and follow-up - she plays a critical part! These are ALL-STARS, and if you are seeking a team for your financial planning needs - look no further!!									

										At 70 years of age I have invested a lot of time and money with different advisors and none of them can compare with the quality of care as well as the success of my portfolio! Taylor Schulte and his team of experts shine head and shoulders above the rest. Nobody could be more professional.									

										Working with Taylor, Jon and the Define Financial team has been amazing and we couldn't have asked for a better partner for our finances. We love the fact that they're a fee-only fiduciary and are always looking out for what's best for us. They truly go above and beyond to make sure that no stone is left unturned when it comes to minimizing investment costs/taxes, reducing stress + complexity and maximizing returns.

Before we ever decided to work together, Taylor and Jon met with us on multiple occasions to educate us on their philosophy and make sure we were aligned on a long-term, low-cost, diversified investment approach. We found it incredibly helpful to understand the "why" before getting caught up in the specifics of any individual investment decisions. Taylor and Jon are tech-savvy, data-driven and very well researched when it comes to modern advances in portfolio theory. Their investment philosophy is grounded in timeless fundamentals and is a no-nonsense approach that avoids so many of the common pitfalls with investing.

They provide each client with a custom portal to manage all of your finances and also regularly provide action items to work on. Over the past 6 months of working together, we've made huge strides on so many big projects from investments to insurance and so much more.

They've also helped introduce us to a wonderful new accountant, a great estate planning attorney, and have made multiple connections within their network of highly qualified experts.

Above all, they're just really good people who are a joy to work with. It's clear from every interaction that they care deeply about each and every one of their clients. We're looking forward to working with Taylor & Jon for many years to come and are grateful to have them as part of our team.									

										Taylor and John were great!  They gave easy to follow recommendations and explained everything in a very clear and understandable manner.  They did not make me feel pressured at all, and their suggestions showed that they were looking out for my best interests.									

										My wife and I have been working with Taylor and Jon to get our first retirement account setup through our business. It is something I've wanted to do for a while but have put off because I always got a strange vibe from advisors. I work very hard for every dollar and want to watch it grow over time in a way that I can trust. When Taylor spoke about his philosophy and strategy it made perfect sense. We came in for a meeting where they laid out the ratio and potential funds we were going to invest in and we could see everything perfectly on their screen. Everything I was concerned with, they had an answer for. And now everything is setup to run automatically.

The biggest takeaway - how comfortable they made us feel and how trustworthy they have been.									

										I love the Stay Wealthy San Diego Podcast!