Be Intentional Financial is a trademark and brand of Define Financial, Inc., a Registered Investment Adviser (RIA). The firm was founded by Taylor Schulte and specializes in providing flat-fee, advice-only financial planning services. Its mission is to deliver unbiased, expert financial guidance to millennials and Gen X clients, helping them navigate complex financial decisions related to investing, retirement, taxes, and estate planning without the conflicts of interest associated with commission-based models.

Founded in

United States