Our Firm – Beatrice Schultz

I am a CFP® with expertise in college and retirement financial planning. In 2010, I founded Westface College Planning to host college funding workshops and educate parents of college bound students on how to be highly efficient with their money while they enter into the most expensive time period of their lives, sending a child to college.

The cost of a college education can be one of the largest wealth leaks in a parent’s lifetime. They often, unknowingly, end up paying far more for college than necessary.

To get the facts, attend one of my College Funding Workshops where you will invest one hour to potentially save tens of thousands of dollars on a single college education. Parents of more than one child heading to college in the next few years, can save even more. You will learn how to minimize your out-of-pocket expenses, maximize financial aid eligibility, learn the best way to navigate through the process and protect your life savings.

The college planning process is full of difficult questions and potentially expensive pitfalls. Whether your student is already in college, is a senior in high school or just starting their elementary school years, planning for college can never start too early.

Learn more at Westface College Planning or give me a call at 650-587-1559 to schedule a complimentary private consultation to take the first step on the path to creating a clear college funding plan that will not jeopardize your retirement.

Beatrice Schultz is not affiliated with The O.N. Equity Sales Company.

California Insurance License 0F35252

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