Westface College Planning
Beatrice Schultz, CFP®

Beatrice Schultz, CFP®

Media Contacts:
Lara Dunning, (360) 709-8422, Lara@ThreeGirlsMedia.com
Erika Taylor Montgomery, (408) 218-2391, Erika@ThreeGirlsMedia.com

What Is It? Westface College Planning works with families to help them plan for, and navigate, the process of paying for college.

Typical parents with college-bound students are overwhelmed. They want to help their sons and daughters make the right choices and prevent overpaying for their education. Westface College Planning’s founder, Beatrice Schultz CFP®, teaches parents how to:

  • Minimize Out-off-Pocket Expenses
  • Maximize Financial Aid Eligibility
  • Understand the FAFSA and CSS Profile
  • Compare Public vs. Private Costs – Know the Facts
  • Develop Best Practices for School Selection

Difficult questions and potentially expensive pitfalls are inevitable within the college planning process. Whether a student is already in college, a senior in high school or just starting their elementary school years, planning for college can never start too early.

What Services Do They Offer? Beatrice Schultz, CFP® works with families to design a college financial plan that helps minimize out-of-pocket expenses, maximize aid eligibility and navigate the paying for college process.

The Tackling the Runaway Costs of College Solution provides a wide range of services that include help with identifying financial goals, assistance in determining if you’re ready for retirement, college funding recommendations and design and much, much more.

How Much Does It Cost?

  • First Student $2,400
  • Each Additional Student $1,000

À la carte pricing and additional services are available upon request.

Who Is It? Westface College Planning principal Beatrice Schultz, CFP® is the co-owner of Westface Financial Advisory, Westface Financial & Insurance Services, and Westface College Planning. Beatrice is also an Independent Investment Advisor with Westface Financial Advisory, a registered investment advisor, as well as a professional Certified Financial Planner™ and a licensed life insurance broker. She has over 30 years of experience in personal financial services and international corporate business.

Where Is It? Westface College Planning is located at:

1498 SE Tech Center Place, Suite 385
Vancouver, WA 98683

CA: 360-818-7728
WA: 650-587-1559

info@westfacecollegeplanning.com

What Else? Westface College Planning offers a variety of free workshops and webinars as well as a complimentary college funding consultation.

Investment advisory services offered through Paceline LLC, a registered investment advisor in the states of WA, CA and OR.

The advisor may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Representatives are liecensed to offer insurance and annuities in WA, AZ, CA, FL, OR, NC, and NV.

Westface College Planning, Westface Financial Advisory and Westface Financial and Insurance Services are trade names of Paceline, LLC.