Our Story

Beatrice Schultz, CFP®, BSc, MSM is the co-founder of Westface College Planning and Westface Financial and Insurance Services.

She also hosted College Smart Radio – Tackling the Runaway Costs of College.

At Westface College Planning, we work with families to help them navigate the “paying for college” process, sharing ways to pay less, tap into financial aid where possible and prioritize their source of college funds.

Beatrice hosts workshops to educate parents 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 actually be one of the largest wealth leaks in a parent’s lifetime, yet they unknowingly end up paying far more for college than necessary.

Get the facts. 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.

Contact me 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.

At Westface Financial, we offer financial analysis, planning and advice to families and small businesses.

Through the use of detailed financial modeling we optimize financial strategies for retirement saving, college funding, retirement spending, personal and small business self-financing, and investment portfolio management.

We also review and recommend mortgage strategies, and family protection needs in the areas of life, disability, home, auto and umbrella insurance.

What makes us different?

The average American family saves only 4 cents of every dollar earned and spends the other 96.

Most financial advisors focus on providing investment strategies for only those 4 cents.

At Westface Financial, we take a different approach. We analyze the entire dollar and specialize in finding areas of your finances that are creating money-sapping wealth transfers.

Our expertise includes:

  • Financial Planning
  • College Planning
  • Asset Management
  • Investment Strategies
  • Portfolio Construction
  • Retirement Planning
  • Estate Planning
  • Annuities
  • Life Insurance
  • Auto, Home & Umbrella Insurance
  • Disability Income Insurance

To learn more about Westface Financial and Insurance Services, please visit us at Westface Financial.

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