Plans to help you gain financial control and confidence.


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.



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.


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


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


Financial literacy first


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


Fee-only advice


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


Keeping it simple


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


Focused on freedom


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.”


“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.”


“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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