Understand your financial picture
See how your income, spending, savings, debt, and goals connect, so you can make decisions with a fuller view of your finances.
Practical financial education for real life
Feel more in control of your money—even if you’re not sure where to begin.
If money feels confusing, heavy, or easier to avoid, you’re not alone. Making Sense of Money will help you understand what’s happening with your finances, know what to focus on first, and take practical steps toward feeling more in control.
Move from avoiding your money to understanding it—and from feeling overwhelmed to having a plan you can trust.
- No previous financial knowledge required
- Practical tools you can use right away
- Learn at your own pace
- Understand how the pieces of your financial life connect
Does thinking about money leave you feeling stuck, overwhelmed, or unsure where to start?
Maybe you know you should be saving more, but you’re not sure what a realistic amount looks like. Perhaps budgeting has never felt sustainable, debt is weighing on you, or investing seems like something everyone else understands.
Over time, that uncertainty can become exhausting. You put off looking at the numbers because you don’t know what to do with them. You question your decisions. You worry that you’ve fallen behind or waited too long to figure things out.
Making Sense of Money helps you take the pressure off and work through your finances one piece at a time.
It breaks financial concepts into approachable lessons and gives you practical tools you can apply to your own life. You’ll learn how budgeting, saving, debt, financial goals, and investing connect, so you can stop guessing and start making decisions with a clearer sense of direction.
You don’t need a certain income, a perfect financial history, or any previous financial knowledge. Wherever you’re starting from, you can learn how to take a more active and confident role in your financial life.
You may not be able to control every circumstance, but you can become more informed, more prepared, and more confident in the decisions you make.
Financial education you can use in real life
Created by Kerry Rizzo
Making Sense of Money translates professional financial experience into knowledge and tools you can actually use in your own life.
You can work through the course at your own pace, apply what you learn through practical worksheets and activities, and bring your questions to Kerry through live Q&A sessions and the private course community.
This is a space to strengthen your financial knowledge, better understand your financial health, and take a more active role in shaping your journey forward.
Professional Experience
Live Q&A Support
Everyday Decisions
Practical by Design
You will leave with more than information.
By the end of the course, you will have a clearer understanding of where your money is going, stronger systems for managing it, and a more informed approach to the decisions ahead.
Create a plan that fits your life
Build a realistic spending plan around your actual responsibilities, routines, and priorities rather than a rigid formula.
Develop stronger financial habits
Learn practical ways to save consistently, organize bills, and approach debt with routines you can maintain over time.
Plan and grow with greater confidence
Set meaningful goals, understand the foundations of investing, and learn how to evaluate financial information more thoughtfully.
For anyone ready to understand their money more clearly
Making Sense of Money is designed for beginners, but it is not limited to one age or stage of life.
It may be a good fit if you are:
Managing your own money for the first time
Looking for a better system for budgeting and saving
Working toward paying down debt
Planning for a major expense or life transition
Trying to build healthier financial habits for yourself or your family
Ready to understand how budgeting, saving, debt, goals, and investing fit together
No previous financial knowledge is required. You only need a willingness to learn and a place to begin.
Six modules that help the pieces come together
Making Sense of Money takes you from understanding your current relationship with money to building practical systems you can continue using well beyond the course.
Understand why financial literacy matters, examine the habits and beliefs shaping your decisions, and develop a clearer picture of where you are today.
- Recognize your current money habits and patterns
- Understand how financial choices affect wider life goals
- Identify the areas of your financial health you want to strengthen
Learn how to create a flexible spending plan that reflects your actual income, expenses, responsibilities, and priorities.
- Understand where your money is currently going
- Separate fixed, flexible, and unexpected expenses
- Build and adjust a budget as your circumstances change
Explore practical approaches to saving, emergency funds, debt repayment, bill organization, and routines that make progress easier to sustain.
- Begin building an emergency fund
- Compare common approaches to paying down debt
- Create repeatable routines for saving and staying organized
Identify the short- and long-term goals that matter to you and build a practical roadmap for major expenses and future priorities.
- Define meaningful short- and long-term goals
- Plan for major expenses and changing priorities
- Use timelines and savings targets to map your next steps
Learn how saving and investing differ, how compounding works, and how common options such as stocks, bonds, ETFs, and savings products compare.
- Explore compounding, consistency, and long-term thinking
- Understand stocks, bonds, ETFs, and savings products
- Learn about risk, diversification, and types of investment income
- Recognize the questions to ask before making an investment decision
Bring everything together through practical systems, trusted resources, and clear next steps that help you continue learning and making informed choices.
- Organize and manage everyday financial tasks
- Evaluate financial information and identify trusted sources
- Create a personal action plan for what comes next
Tools that help you turn learning into action
Making Sense of Money is not designed to be a course you simply watch and forget. Throughout the modules, you will use practical resources to apply the concepts to your own life and begin creating systems you can continue using.
The course includes:
- Self-paced video lessons
- Budget and spending-plan templates
- Savings and debt-repayment worksheets
- Goal-setting tools and habit trackers
- Investing explainers and comparison guides
- Quizzes and scenario-based activities
- A final personalized budget and savings project
- A certificate of completion
- Access to the private course community
Learn at your own pace, with somewhere to bring your questions.
Financial questions often come up when you begin applying what you have learned to real life. Making Sense of Money includes regular live Q&A office hours with Kerry and a private course community where you can ask questions as you move through the lessons.
Live Q&A Office Hours
Join Kerry for recurring group sessions focused on course concepts, practical questions, and additional explanation.
Private Course Community
Ask questions, share progress, and connect with others strengthening their financial knowledge alongside you.
Meet Kerry
Kerry created Making Sense of Money because financial education should help people understand their choices and take a more active role in their financial lives.
She brings professional financial knowledge to the course while keeping the learning experience practical, relevant, and approachable.
Her goal is not to tell you exactly what to do with your money. It is to help you understand the fundamentals, recognize your options, and ask stronger questions so you can make more informed decisions.
You do not need to know everything before you begin. You just need a place to start learning.
Everything you need to build a clearer financial foundation
Making Sense of Money with Kerry
$99–$149 CAD
- Six self-paced course modules
- All worksheets, templates, trackers, and resources
- Quizzes and practical activities
- The private course community
- Live group Q&A office hours with Kerry
- A certificate of completion
Add Personal Support
Financial Clarity Session
$149–$249 CAD
Learners who want additional guidance can add a private 60-minute educational coaching session with Kerry.
During the session, they can discuss their financial goals, clarify course concepts, work through priorities, and create a practical next-step plan.
The session provides financial education and coaching. It does not include personalized investment, tax, legal, accounting, or insurance advice.
Your financial journey does not need to begin with a perfect plan.
It can begin with understanding your money more clearly, learning what questions to ask, and taking one practical step at a time. Making Sense of Money gives you the foundation, tools, and support to take a more active role in your financial health and future.
Making Sense of Money provides general financial education and does not provide personalized financial, investment, tax, legal, accounting, or insurance advice. Financial products, tax rules, and regulations vary by location and individual circumstances. Learners should consult official local resources and qualified professionals before making financial decisions.