Financial Coaching For Millennials | Paper & Coin

One-on-one support. An easy-to-follow plan. Zero judgment. And we’re not even going to make you give up your Americano.

Life 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

“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.”

Aidan

“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.”

Khadija

“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”

Kelisha

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 🧘🏽‍♂️

Book a call with one of our coaches

📚
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.

💫
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

Purchase Plan

✨
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

Purchase Plan