Financial coaching for Millennials

Eliminate debt, build wealth, and live the life of your dreams.

Standard

What's Included:
  • 2-hour, one-on-one online session with your 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 coach for a comprehensive, 2-hour session to go through your current finances, set your money goals, and build a step-by-step blueprint to slay those goals.

02.

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

03.

With the Signature Plan, you get 5 monthly coaching sessions following your MONEY MASTERPLAN session. Dive deeper into personalized teaching on debt repayment, saving, and all things investing teaching that’s tailored to you.

Need help picking a plan?

Book your free 30-minute consultation with one of our financial experts and we'll help you select the right option for you.

Meet our coaches

Get to know our experienced financial coaches that will help you slay your money goals.

  • Cindy Marques, CFP photo

    Cindy Marques, CFP

    -

    Cindy is a Certified Financial Planner and Financial Literacy Advocate. She’s been helping Millennials kick their finances into high gear for about 4 years now, and nothing brings her greater joy than seeing clients’ faces light up with those “holy crap this money thing finally makes sense” moments 🤯 She can’t wait to share those moments with you too!⁠

  • Nico Felipe, CFP photo

    Nico Felipe, CFP

    -

    Nico is a Certified Financial Planner with a tonne of experience in the financial industry and a heart of gold. When he’s not nerding out 🤓 with his Excel spreadsheets, you’ll find him reading a book 📚, hiking up a mountain 🏔, backpacking, 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.”

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?

We're only one call away. Book your free 30-minute consultation with one of our financial experts.

Follow Us on Instagram

paperandcoin