Challenge Your Current Financial Plan – Now!

When it comes to your money, isolated decisions and procrastination are rarely your friends. Whether you think you do or not, you absolutely do have a current financial plan. Hopefully it’s well thought out and considers such things as efficient purchasing techniques, savings rates, tax treatments, investment risks, access, insurance … [Read more...]

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 … [Read more...]