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.
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.
Just like investing towards your fitness, mental health, or nutrition goals, working with a financial coach is an investment in your financial well-being.
Get on a personalized plan with human guidance that's tailored to you
Learn the essentials at your own pace with our self-guided Money Masterclass
Print magazines, free resourses, and blog posts. You've never seen money content this cool/
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.
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.
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.
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.”
“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.”
“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”
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.
Walk through your personalized MONEY MASTERPLAN and budget over a 30-minute call with your dedicated CFP® following your initial coaching session.
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.
