Get real with your money.
Managing your hard-earned money doesn't have to be overwhelming, complicated, or intimidating. Our coaches help you take control of your money by really getting to know you, designing a financial plan that's tailored to you, and providing ongoing support as you strive towards financial freedom.
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Here's what you get:
A financial expert that is dedicated to helping you win with money.
A step-by-step plan that's tailored to your income, goals, and timelines.
Meet with your coach through Skype, FaceTime, or chat over the phone.
You can set monthly online check-ins with your coach based on your schedule.
Receive budgeting and planning tools that work seamlessly with your customized plan
Access our Facebook group to meet and cheer on other people working our plans.
Here's the process:
Meet your coach
Your coach is a real person, not an algorithm! They design your unique plan and support you as you work that plan.
Set your goals
Pay off debt? Save for a trip? Your goals are seamlessly integrated into your step-by-step financial plan.
Get your plan
You'll receive an organized plan showing your goals, budget proposals, and timeline projections.
Stay on track
Amp things up with monthly check-ins and unlimited support through our Personal Coaching Program.
“My coach helped me with budgeting, answered my financial questions, and broke down money matters to me in a way that made sense, was non-judgmental and informative”
Karm, 30Photographer & Behavioural Therapist
“I wanted someone to take a bird's eye view of my financial standing. My coach's honesty, experience, and recommendations were key to helping me feel confident with what I could do with my finances for the future.”
Toby, 30HR Consultant
“My coach was so helpful in breaking down and explaining step-by-step what my budget would look like and made it easy with templates and examples to follow along on my own. If you need help cleaning up your finances or paying off debt and saving money, you're in good hands!”
Cecilia, 29Administrative Assistant
“I had no idea where my money was going, but thanks Paper and Coin, I now have a structured plan laid out. I am intensely paying off my student debt, while still having money left over to go out with friends.”
Tine, 29Stationary Designer
PERSONAL MASTER PLAN
Get into the nitty gritty of your personal finances with a coach, lay out your goals, and establish with a MASTER PLAN to make it all happen.Learn More
MASTER PLAN + COACHING
Gets you all the goods of the MASTER PLAN, but with the extra bonus of monthly sessions with your coach to slay that plan and meet your goals.Value Learn More
BUSINESS MASTER PLAN
This one's for the hustlers! For sole proprietors and freelancers who need to get a handle on their business' finances, once and for all.Learn more
NOTES & STORIES
Weekly content to help you get real with your money.