What we do & How we deliver results

Build a better, smarter money management system.

We'll help your employees build a budget that actually works, earn quick wins, grow their safety fund, pay off debt faster, and finally feel in control of their money.

Our program, tools and courses make personal finance simple and actionable.
Wellhana Dashboard

What your team learns inside

Our program walks participants step-by-step from confusion to confidence — building real-life money habits that last.

Step 01

They define their starting point

We help employees finally figure out where they stand financially, without shame or confusion.

  • Quick setup in under 5 minutes
  • Define exact financial numbers
  • Learn the core theory of personal finance
Result: Total Clarity
Getting Started
Budgeting Tool
Step 02

They build their personal budget

A tool they’ll actually use. We focus on simplicity and habits, not complicated accounting.

  • Learn the 3 essential spending buckets
  • Customize categories to match real life
  • Visualize status instantly
Result: Reduced Anxiety
Step 03

They create a safety net

Employees build a buffer fund for life’s surprises so they aren't distracted by unexpected bills.

  • Understand the psychology of emergency funds
  • Apply quick wins to fund the buffer immediately
  • Use our smart tool to prioritize spending
Result: Increased Stability
Safety Net
Pay Off Debt
Step 04

They accelerate debt payoff

We help them stop the interest drain with a mathematical plan to reach debt-free status faster.

  • Compare strategies (Snowball vs. Avalanche)
  • Choose the method that fits their psychology
  • Visualize exact "Debt-Free Dates"
Result: Long-term Retention

Transform your employees’ financial wellbeing

See how our courses, tools, and small-group sessions are helping employees feel more in control of their money.