Plans to help you gain financial control and confidence.

Standard

What's included:
  • 2-hour, one-on-one online session with your dedicated financial coach.
  • Your very own MONEY MASTER PLAN - a personalized blueprint to reach your financial goals.
  • Access to our simple, easy-to-follow budgeting template that’s customized to your MONEY MASTER PLAN.

Process

01.

Meet with your dedicated Certified Financial Planner® (CFP) for a comprehensive, 2-hour session to go through your current finances, set your money goals, and build a simple, step-by-step MONEY MASTERPLAN to reach those goals.

02.

Walk through your personalized MONEY MASTERPLAN and budget over a 30-minute call with your dedicated CFP® following your initial coaching session.

03.

With our Signature Plan, you get 5 monthly, 1-hour coaching sessions with your dedicated financial coach following your MONEY MASTERPLAN session. Dive deeper into personalized teaching on debt repayment, saving, and all things investing.

Need help picking a plan?

Meet our financial coaches

They'll teach you how to build a budget you'll actually stick to, pay off and avoid debt forever, and invest like a money-making machine.

  • Cindy Marques, CFP photo

    Cindy Marques, CFP

    Cindy is a Certified Financial Planner® who has been helping Millennials kick their finances into high gear for over 4 years. Nothing brings her more joy than seeing her clients’ faces light up with those “holy crap this money thing finally makes sense!” moments 🤯

  • Nico Felipe, CFP photo

    Nico Felipe, CFP

    Nico is a Certified Financial Planner® with 4 years of experience in the financial industry, and a heart of gold 💛. When he’s not nerding out 🤓 over Excel spreadsheets, he's either reading a book 📚, hiking up a mountain🏔, or zen-ing out on a meditation cushion 🧘🏽‍♂️.

Our commitment

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Financial literacy first

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Our priority is to equip you with the education you need to truly understand your money, and feel confident to manage it well.

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Fee-only advice

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We don’t sell any financial products like investments or insurance. You’ll always get unbiased advice that’s in your best interest.

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Keeping it simple

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No fancy financial lingo, here! Our step-by-step plans and programs are straightforward, and easy to understand and follow.

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Focused on freedom

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We want you to experience financial freedom by eliminating debt, building wealth, and living the life of your dreams.

Book a free consultation
Real people. Real results.
aidan 💻

“After working with Paper & Coin I am even more intentional with how I spend my money. It’s a lot more peaceful, calm and stress-free. I buy things based on what I value rather than just based on the price tag.”

Khadija👰🏾

“Before Paper & Coin I saw money as something that brought me a lot of stress and anxiety. Now I feel lighter and I’ve been able to achieve quite a few of my goals. It’s given me peace of mind.”

KELISHA ✨

“The Paper & Coin expert wanted to understand my lifestyle, my goals and where I currently was so they could amplify my next step to create the lifestyle I want. I felt like I was being seen for who I am rather than a typical demographic”

Ready to get started?

Book a free coaching call to learn more about our financial coaching programs

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@paperandcoin