The Money Masterplan

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

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Life before MakeCents:

😰 Scared to check your bank account

😰 Pretty sure you’ll be carrying your student debt
for the rest of your life

😰 Knows a lot about memes and nothing about taxes and TFSAs

😰 Googles all money-related questions because you hate
talking to bank reps

 

Life after MakeCents:

🀩 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

🀩 Proud AF and Letting yourself dream a little bigger

YOU ARE NOT ALONE.

69% of millennials lack knowledge and understanding of basic financial concepts.

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What our clients have to say about us.

Aidan

“After working with my financial coach 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.”

Khadija

“Before working with my financial coach 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.”

Kelisha

“My coach 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 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 πŸ’›. When he’s not nerding out over Excel spreadsheets, he's either reading a book πŸ“š, hiking up a mountainπŸ”, or zen-ing out on a meditation cushion 🧘🏽‍♂️

The Money Masterplan - No coaching sessions

$591

What you get:

  • 3-hour planning session
  • Fully customized financial plan
  • Simple, easy-to-follow budgeting template
  • Recorded walk-through video detailing how to use your financial plan
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The Money Masterplan - 3 months coaching

$320 x 3

What you get:

  • 3-hour onboarding kick-off session
  • Fully customized financial plan
  • Simple, easy-to-follow budgeting template
  • Ongoing text support from your coach
  • 2 x 60-min monthly coaching sessions to track your progress, fine-tune your financial plan, and dive deeper into financial literacy topics

View pay-in-full price (save $50)

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The Money Masterplan VIP- 6 months coaching

$259 x 6

What you get:

  • 3-hour onboarding kick-off session
  • Fully customized financial plan
  • Simple, easy-to-follow budgeting template
  • Ongoing text support from your coach
  • 5 x 60-min monthly coaching sessions to track your progress, fine-tune your financial plan, and dive deeper into financial literacy topics

View pay-in-full price (save $125)

Purchase this plan