Beatrice Schultz

Beatrice Schultz, CFP®, BSc, MSM

Executive Coach

It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning, becomes a CERTIFIED FINANCIAL PLANNER™, and co-launches a financial planning business. Beatrice Schultz, made this shift.

Beatrice recognizes that many advisors find it difficult to communicate financial strategies to qualified prospects and end up losing the sale. Without proper tools, they cannot become a Trusted Financial Expert.

Circle of Wealth® by MoneyTrax is a proven presentation software and coaching program designed to simplify the communication of strategies, effectively turning qualified prospects into satisfied clients.

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