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A wonderful testimonial and great photo from happy clients!

“Sound, practical, actionable advice from Beatrice Schultz helped us make some of the right decisions before our daughter Justine Ferry applied to college as a senior at Menlo-Atherton HS. In August 2013, Justine started as a freshman at Harvard College.” Jeff & Christine Ferry

Ready for your own success story?

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If you’re a typical parent with college-bound students, you’re probably overwhelmed. You want to help your sons and daughters make the right choices and prevent overpaying for their education. You’re not alone! We’re here to help. Schedule your free consultation today – click below to get started!

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How to Survive Paying for College

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Join Beatrice Schultz, CFP® for our on-demand webinar, where she provides parents with the exact steps that often greatly lower the cost of college, even if there’s little time to prepare.