TAYLOR R. SCHULTE, CFP®
Founder & CEO
Hi! I’m a fee-only CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor located in San Diego.
In it’s most basic form, we help you:
- Reduce taxes
- Invest smarter
- Retire on your terms and without worry
I worked with large wealth management firms for over half of my career. We spent more time talking about how we can make the firm more money than talking about how we can make our clients more money. I set out to change that.
In June 2014, I launched Define Financial. Since then, I’ve been recognized as an award-winning wealth manager in San Diego Magazine, a Top 40 Advisor Under 40 by InvestmentNews, and I was the recipient of the 2015 SD Metro Movers award by San Diego Metro Magazine.
I’m also a regular contributor to Kiplinger Magazine.
To learn more about what we do and how we do it, please keep reading.
ABOUT DEFINE FINANCIAL
Define Financial is a fee-only Registered Investment Advisor (RIA) headquartered in Downtown San Diego. We offer comprehensive financial planning and investment management services to busy professionals and retirees.
AS FEATURED IN:
What does fee-only mean?
A fee-only financial advisor NEVER receives compensation in the form of commissions. The only compensation we receive comes directly from our clients through a transparent and customized fee schedule.
This allows us to work with you on the same side of the table, eliminate potential conflicts of interest, and put you in the best possible financial position to succeed.
Here is a great article outlining why fee-only advisors are required to put your interests first.
Financial Planning Clients
There are over 300,000 financial advisors in the United States!
Finding a financial planner that is a good fit for you and your family can be a challenging process. While we work with a wide range of clients, many of them have very similar attributes. Here is summary of the types of clients we work with:
…...Our clients ignore short-term noise and stay focused things they can control.
…...Our clients our retired or approaching retirement in the next few years.
…...Our clients find value in having an objective, third-party professional helping them make smart decisions with their money.
We love helping people, but we recognize we aren’t a fit for everyone:
….. .Our clients are not trying to “beat the market” or find the next “hot stock tip.”
….. .Our clients do not allow <insert financial media outlet here> to influence their emotions and guide their financial decisions.
….. .Our clients do not believe there are short-cuts to building wealth.
The S.T.A.R.T. HERE Process™
Finding a qualified financial planner can be an overwhelming process. So much so that many people fail to take action because they don’t know where to begin.
The S.T.A.R.T. HERE Process™ was specifically designed to help you make an informed decision about working with a San Diego financial planner.
Learning our process will help you properly evaluate our firm and others you might be interviewing.
Here is a short summary:
- S – Schedule a Call
- T – Team Meeting
- A – Analysis
- R – Review With Us
- T – Think About It
- HERE We Go!
The above process is completely free with no sales pitch and no obligation. We are interested in building long-term relationships with clients and we are not interested in a quick transaction.
How Can We Work Together?
Step One in our S.T.A.R.T. HERE process is a 15-minute phone consultation. This is the perfect chance for both of us to make sure your situation matches our expertise.
Quickly schedule your appointment here:
Not quite ready to schedule an appointment? That’s ok! You can sign up for our quarterly e-newsletter which includes hand-picked financial planning articles to help you make good decisions with your money. You can also call our direct line at 858-345-1197 if you just have a few questions for us. Our blog might be a great resource for you, too!
SERVICING SAN DIEGO AND MORE
12526 High Bluff Dr, Suite 238, San Diego, CA 92130
While we are headquartered in San Diego/Del Mar, we work with clients in other regions of California such as Orange County, Los Angeles, Santa Barbara, and San Francisco. We will also travel outside of California to work with clients anywhere in the United States.
COMPREHENSIVE FINANCIAL PLANNING SERVICES
As a CERTIFIED FINANCIAL PLANNER™ professional, my goal is to help clients make smart decisions with their money. More importantly, I aim to help them avoid making costly mistakes.
• Financial planning
• Investment management
• Tax planning
• Retirement planning
• College Planning
• Charitable giving strategies
A FEW HELPFUL RESOURCES
Here are a handful of resources we created to help you on your quest for financial freedom:
CONTACT TAYLOR SCHULTE, CFP®
If you are interested in a free consultation, please schedule here or call our offices at (858) 345-1197. If you are in the San Diego or Del Mar area, stop by our office and say hello!