One-on-one support. An easy-to-follow plan. Zero judgment. And we’re not even going to make you give up your Americano.
Book your FREE coaching callLife Before P&C Coaching:
Scared to check your bank account.
Pretty sure you’ll be carrying your student debt
for the rest of your life.
Know a lot about a guy named Pythagoras and nothing
about taxes and TFSAs
Googles all money-related questions because you hate
talking to bank reps
Life After P&C Coaching:
Excited to check your banking app because you’re making so much progress
Confident that you know everything you need to know (and nothing you don’t) about how to manage your money
Not afraid to talk to your friends, family & boss about money
Letting yourself dream a little bigger
Proud AF
WORKING WITH A COACH
Step 1:
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.
Step 2:
Walk through your personalized MONEY MASTERPLAN and budget over a 30-minute call with your dedicated CFP® following your initial coaching session.
Step 3:
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.
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 pro.

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
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 🧘🏽♂️
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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.
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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.
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Keeping it simple
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
We want you to experience financial freedom by eliminating debt, building wealth, and living the life of your dreams.
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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.
- Access to our simple, easy-to-follow budgeting template that’s customized to your MONEY MASTER PLAN.
- $197
- three monthly payments or one monthly payment here
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Signature
WHAT'S INCLUDED:
- 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.
- Five 1-hour monthly coaching sessions to track your progress, fine-tune your MONEY MASTER PLAN, and dive deeper into financial literacy topics like cash-flow management, smart savings and investing strategies, tax planning, and career and income development.
- $297
- six monthly payments or one monthly payment here

Interested but not ready to book a call?
No problem, send us a note and we can share more information and answer any questions you have.
Message us