Success Stories

Tackling the runaway costs of college tuition

Tim & Marlene, parents of James Cal State Maritime Academy Class of '22 and Peter SMU Class of '24

"As we lead into the next FAFSA cycle we will be reaching out to you to best evidence our financial picture. You guys have been great to work with! I can’t imagine where we’d be right now as a family of college-bound boys if you hadn’t helped us harness our financial reality and captured it in the FAFSA back in November."

Parents of Grace, Whitman College Class of '24

"We wanted to let you know that Grace wrote a letter to admissions asking if more merit aid may be feasible. She got a very kind reply almost immediately saying that they would get back to her shortly and let her know. Three days later they sent a new offer with an additional $5000 a year! She accepted. Thank you for your assistance!"

Jeff & Christine, parents of Justine Harvard College Class of ’17

“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.”

Dawn & Dave, parents of Emily – Georgetown University Class of ’19

“No matter how much you think you know about the college application and financial aid process, you simply can’t get the kinds of offers that Beatrice can get for you.

She is truly a master of the college processes! Without Beatrice, we never could have made this happen.”

Elaine & Bill, parents of Sierra –Brown University Class of ’17 & Sabrina – Rhode Island School of Design Class of ’19

“The possibilities opened up when we talked with Beatrice. Suddenly, all these amazing private colleges that had seemed out of reach before were now options.

We are so lucky to have Beatrice! You can’t do it successfully without help. There are too many variables and gotchas, too much that doesn’t follow a logical path. I wish we had known this sooner.

Either way though, working with Beatrice is so unbelievably worth the money.”

Susan, mother of University of California Riverside Class of ’20 freshman David... with 3 more college-bound students to follow

“We’re feeling like college is affordable, so thanks for your help this past year...

I have to tell you that we are very, very pleased with UC Riverside. Keep them in mind when you speak with prospective students and families.

This place truly is a rising star – it’s a smallish UC, and by now we have vetted it from every angle, and believe it is an excellent match for our son, but also offers great value for any emerging university student.”

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.

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