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1498 SE Tech Center Place, Suite 385
Vancouver, WA 98683
(360) 818‑7728

Services

Tackling the Runaway Costs of College

Beatrice Schultz, CFP® works with you and your family to design a college financial plan that helps minimize out-of-pocket expenses, maximize aid eligibility and navigate the paying for the college process.

Your Tackling the Runaway Costs of College Solution includes:

Professional Counseling

  • Financial goals, retirement projections, and improvement
  • College funding recommendations and design
  • Parent Cash Flow improvement
  • FAFSA & CSS Profile counseling, review and filing
  • Award Letter Evaluations and Appeal Strategy
  • Student Interview (Q/A, finance/expense insight, timeline, etc.)

Identify Financial Goals

Identify your current objectives relative to planning for college and life (retirement, homeownership, paying for college, starting a business, second home…)

Retirement Ready or Not

Project your retirement readiness. Without this knowledge, parents routinely OVERSPEND on college.

College Funding Process

Educate you on what makes up the funding package, college data regarding the percentage of need met, types of funding offered, and explanation of special circumstances, including how they may apply to your family.

Aid Eligibility Comparison Report

This report will show your calculated EFC and the award history of multiple colleges in a head-to-head format and forecast your out-of-pocket expense at each. This report could save you thousands of dollars in errant assumptions about the true cost of college.

Sample Aid Eligibility Report

Sample College Reference Report

What-if Analysis

Changes in a family's financial structure may result in greater financial aid eligibility. This analysis will show the specific change and the financial aid eligibility impact, allowing you the opportunity to make an informed decision.

Merit Scholarship Report

The student will be instructed on how to search for private scholarships. We offer a scholarship report which identifies scholarships by state, school, major and other criteria.

College Quick Reference Reports

Data on more than 13,000 U.S. colleges and universities in an easy to evaluate 2-page report. These reports are key to efficient and accurate head-to-head comparisons.

FAFSA and CSS/Profile Review and Filing

Counsel, review, and filing of the FAFSA and CSS/Profile applications each year until student graduates from college.

Award Letter Review

Evaluate each college’s offer of funding based on the student’s qualifications and the school's past funding offers. We also suggest an appeal strategy for additional funding (if applicable).

College Funding Plan

College funding recommendations and design, including all sources of funding from income, assets, grants, scholarships, and loans.

Communication Profile

Online communication profile for parents (and students) to better understand each other’s strengths and how to communicate better together.

Financial and Loan Review

Each year until your student graduates from college


Pricing

First Student $2,400
Each Additional Student $1,000
À la carte pricing and additional services may be available upon request
Effective 8-2018

Get your copy of the Tackling the Runaway Costs of College Solution

Ready to jumpstart your college financial plan?

Ready for your own success story?

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!

Catch our free, on-demand webinar:

How to Survive Paying for College

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.

While you’re here...check out our Monthly Newsletter

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