FROM THE P&C COMMUNITY
SO ... WHAT EXACTLY IS A FINANCIAL COACH?
We’re like personal trainers, but for your money. We start by getting to know you – where you’re at, where you want to go, and why. Then, we map out a financial game plan to help you reach your goals. Whether you’re looking to slay that student loan, save for your first home, or understand how to invest to build long-term wealth and financial security – we’ve got you covered.
Our coaches are Certified Financial Planners™️ who teach, motivate, and keep you accountable through your journey.
CAN I STILL GO TO BRUNCH AND GET A LATTE?
We would never take your avocado toast away from you 🥑. You don't have to deprive yourself in order to pay off debt, save, or invest your money. You just need a game plan and a little motivation. That's where we come in.
ARE YOU GOING TO TRY AND SELL ME A FINANCIAL PRODUCT?
Nope! We're fee-only financial planners - that means we work for is you and you alone. We're not associated with any banks or credit card companies, so your best interests are the only thing we're looking out for.
SHOULDN'T I BE SAVING MONEY INSTEAD OF SPENDING ON FINANCIAL COACHING?
Just like investing towards your fitness, mental health, or nutrition goals, working with a financial coach is an investment in your financial well-being.
made to your needs
What We Offer You
COACHING
Get on a personalized plan with human guidance that's tailored to you
COURSES
Learn the essentials at your own pace with our self-guided Money Masterclass
CONTENT
Print magazines, free resourses, and blog posts. You've never seen money content this cool/
WHAT’S IT LIKE BEHIND THE SCENES AT PAPER & COIN?
Well, we drink a lot of coffee, we work hard, we seek balance, and we’re driven by a mission to fill the financial literacy gap.
DIGITAL BY DEFAULT
We’re a remote team of financial experts and multi-faceted creatives. A cabin in the woods or a coffee shop in the city, we believe everyone should be able to choose the work environment that promotes productivity without compromising well-being and work-life balance.
DIVERSE AND INCLUSIVE
Diversity and inclusion aren’t PC buzzwords at Paper & Coin - they’re a foundational pillar of our culture. People from different walks of life, experiences, races, ethnic backgrounds, and sexual orientations - all are welcome and valued members of our team and community.
QUALITY OVER QUANTITY
We’re passionate about the work we do and we strive to continuously produce high-quality products and resources. For us, it’s less about doing what’s trendy, and more about bringing tangible value to our clients and community.
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
testimonials
What People Are Saying About Us
“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. I tried to make money in different ways. For example, I bet on football, DOTA 2 betting...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.
Look at as
OUR TEAM
VICTORIA BEVILACQUA
Marketing Director
TUTI ANIYI
Web & Software Developer
OCTAVIA RAMIREZ
Founder & CEO
NICO FELIPE, CFP™️
Financial Coach & Client Success Manager
JESSICA ORENSE
Web & Graphic Designer
CINDY MARQUES, CFP™️
Financial Coach & Content Strategist
CAITLYN GAMBACORT
Business Integrator
BRITNEY MACKEY
Growth Product Designer
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
📚
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
$
197
/ three monthly payments or one monthly payment
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.
✨ SIGNATURE
$
297
/ six monthly payments or one monthly payment
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.
FREE RESOURCES
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MONEY MASTERCLASS10 weeks
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Who said personal finance has to be complicated and boring? Money Masterclass is a self-guided…
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SIGNATURE MONEY MASTERPLAN10 weeks
All levels
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Learn how to eliminate debt, build wealth, and gain financial control and confidence with our…
$297.00
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10 weeks
All levels
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he whole gang is here! Enjoy all three issues of PAPER & COIN Magazine with…
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