The Retirement Plan Checkup™

Our FREE Checkup Includes: 

  • 2019 Tax Return Analysis [PDF]
  • Investment Analysis [PDF]
  • 30-Min Consult w/ CFP®


We do our best work with people over age 50 with a nest egg of $750k+. The first step is 15-min introductory phone call.

CLICK HERE TO SCHEDULE 15-MIN CALL

No Cost or Obligation

Know exactly how we can help before you pay us a single dollar.

3 Big Answers

How to lower taxes, improve investments, & reduce risk.

15-Min Phone Call

The very first step is a 15-minute phone call with our team.

About Define Financial


I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that. 

In 2014, I launched Define Financial. We are a team of award-winning CFP® professionals helping our clients reduce taxes, invest smarter, and retire on their terms.

— Taylor R. Schulte, CFP®


I'm a CERTIFIED FINANCIAL PLANNER™ Professional at Define Financial. I'm also a member of the Financial Planning Association (FPA) and a proud graduate from the University of Redlands.

When I'm not crunching numbers, I can be found watching football, golfing, or waiting patiently for my first baby to arrive in June with my wife, Alli, and energetic border collie-terrier mix named Stella.

— Tyler J. Aubrey, CFP®

CLICK HERE TO SCHEDULE 15-MIN CALL

You Might Be Wondering...

WHY IS THIS RETIREMENT CHECKUP FREE?

You don't know us and we don't know you. Before asking you to pay a single dollar, we want you to know exactly how we help people. There is no sales pitch and zero obligation to work with us.

WHO IS DEFINE FINANCIAL?

Define Financial is a commission-free retirement & investment planning firm. We are a team of award-winning CFP® professionals helping our clients reduce taxes, invest smarter, and retire on their terms.

HOW LONG DOES THIS CHECKUP TAKE?

Our analysis is completed within one week of receiving the requested documents. Once completed, we will schedule your 30-minute consultation call and deliver the analysis. 

AM I A GOOD FIT? 

Our typical client is over age 50 with a $750,000+ nest egg. Most importantly, they know their retirement is too important to navigate on their own.  

The Retirement Plan Checkup™

Our FREE checkup includes:

  • 2019 Tax Return Analysis [PDF]
  • Investment Analysis [PDF]
  • 30-Min Consult w/ CFP®


We do our best work with people over age 50 with a nest egg of $750k+. The first step is 15-min introductory phone call to confirm your situation matches our expertise.

CLICK HERE TO SCHEDULE 15-MIN CALL