MAKING LIFE
EASIER.

A Money Nerd is a money ally, a financial air-traffic controller - dedicated to addressing what’s not working, so you can quickly achieve stability and lasting peace of mind.

Money management, simplified.

Get Organized

Managing money can feel overwhelming, especially without proper guidance. We’ll fix what's not working and create a personalized plan for the future, allowing you to breathe easier and focus on what truly matters in your busy life.

Navigate Cashflow

Money in, money out. We’ll identify financial bottlenecks - balancing income and expenses - to provide clarity and maximize your cash flow potential, leaving you with more money in your pocket.

Plan for the Future

Whether you’re replacing your vehicle, repaying loans, or saving for something imporant (or unexpected), we’ll help you boost your credit and accelerate your savings, preparing you for the next chapter of your journey.

Support when you need it the most

The average Canadian spend over 14 hours a week worrying about their finances. Money Nerds was created to support individuals and families feeling financially discouraged and unsupported, making life easier by alleviating money stress and reclaiming your valuable time.

Meet Sara - the Original Money Nerd

The Money Nerds Approach:

Initial Consultation

Your journey begins with a FREE financial audit to assess your current financial health. This is an opportunity for you to meet your Personal Money Nerd (PMN) and for us to understand your goals and challenges.

Customized Financial Plan

Based on the initial audit, your PMN will create a personalized financial roadmap and success dash board. This plan focuses on: 1 - Action steps to immediately improve cash flow (and credit) while simplifying your finances. 2 - Establishing automated savings goals and financial growth strategies to reach your money milestones.

Implementation & Support

With your plan in hand, you'll start implementing the strategies with continuous support from your PMN. This includes regular check-ins, adjustments to your plan as needed, and 24/7 availability for questions or guidance.

Why stress when you can S.A.V.E  

Our proprietary S.A.V.E program is designed to immediately solve your money messes, simplify
and automate banking, increase savings, validate progress through innovative tools and
tracking then educate you on all the secrets of effective money management in Canada.
We’ve mastered the secrets so you don’t have to.

Most importantly, we offer a safe and judgement-free space to share your money story.

What are people saying?

Rohan D.

5/5

You have given me a fresh start and I am forever grateful, you went above and beyond expectations with your service, you put yourself in my shoes to best understand my situation and how much I was hurting, you understand my struggle, and did not judge me.

James A.

5/5

I want to address what you have done for me and how much I appreciate you and your team and what you stand for. When I came to you I was at my lowest and had little faith that anything could get better or even change for me in the future.

You gave me back hope and stability and made me smile again genuinely with friends, family, and loved ones that I thought would never happen again.

Genevieve R.

5/5

Sara has an amazing team! They really took care of me through the entire process. Very personable and professional. I'm very pleased with the service and counseling and support you provided!! I'm relieved.

Lisa T.

5/5

I feel like a financial burden has been lifted and I have learned so much about becoming more responsible for my finances. I would recommend you over and over!!

Rhonda S.

5/5

I just want to make sure that you know how wonderful your team is at Money Nerds. I had reached out to my financial institution and didn't have any luck. They told me there was nothing they could do to improve my situation, so I took matters into my own hands and decided enough was enough, I CAN'T do this on my own anymore! I'm in great hands now. There is a process to help me reach my end goal - no more debt! My ongoing stress, sleepless nights and lack of funds are finally getting back to where it used to be.

Rohan D.

5/5

You have given me a fresh start and I am forever grateful, you went above and beyond expectations with your service, you put yourself in my shoes to best understand my situation and how much I was hurting, you understand my struggle, and did not judge me.

James A.

5/5

I want to address what you have done for me and how much I appreciate you and your team and what you stand for. When I came to you I was at my lowest and had little faith that anything could get better or even change for me in the future.

You gave me back hope and stability and made me smile again genuinely with friends, family, and loved ones that I thought would never happen again.

Genevieve  R.

5/5

Sara has an amazing team! They really took care of me through the entire process. Very personable and professional. I'm very pleased with the service and counseling and support you provided!! I'm relieved.

Lisa T.

5/5

I feel like a financial burden has been lifted and I have learned so much about becoming more responsible for my finances. I would recommend you over and over!!

Rhonda S.

5/5

I just want to make sure that you know how wonderful your team is at Money Nerds. I had reached out to my financial institution and didn't have any luck. They told me there was nothing they could do to improve my situation, so I took matters into my own hands and decided enough was enough, I CAN'T do this on my own anymore! I'm in great hands now. There is a process to help me reach my end goal - no more debt! My ongoing stress, sleepless nights and lack of funds are finally getting back to where it used to be.

Money Nerds Guarantee

We stand by our approach with a unique promise: achieve noticeable financial improvement or you don’t pay a penny! If after six months your net worth has not increased by at least the cost of our service, it’s 100% on us. This is our “Financial Growth Guarantee.”

Membership Details

All Money Nerds memberships include:

  • Personalized Financial Coaching: One-on-one support from your dedicated PMN, tailored to your unique financial situation and goals.
  • Comprehensive Financial Audit & Plan: An initial deep dive into your finances, followed by a detailed plan for immediate improvement and sustained growth.
  • Regular Check-ins: Scheduled reviews of your progress (and personal success dashboard) to adjust strategies as needed and ensure you're on track.
  • 24/7 PMN Access: Around-the-clock support for any financial questions, changes or emergencies.
  • Nerd Network Access: Lifetime access to a curated list of financial resources, tools, and vetted professionals.
  • Educational Resources: Access to webinars, workshops, and materials to boost your financial literacy.
  • Money Growth Guarantee: Our promise to you that our partnership will lead to financial improvement equal to your investment, or it’s on us!

Program Options*:

Our memberships are structured to be accessible for everyone, no matter where you're starting from.

  • Standard Membership: Includes all the core services and benefits, billed monthly.
  • Couples/Family Membership: Specialized planning and coaching for couples or families looking to achieve financial harmony together.
  • Student/Recent Graduate Discount: Reduced rates available to help those just starting on their financial journey.
  • Business: Offer your employees unique access to our programs to increase workplace productivity, satisfaction and culture.

* Flat monthly subscriptions with the option to cancel anytime

The Money Blog