Paycheck Control Lab
Build a payday split for essentials, debt, savings, and flexible spending. Best for people who feel their income disappears.
Use allocation toolFree workshops
Turn money education into a live action session.
Workshops give Finelo a stronger lead-generation engine: users pick one specific money problem, get a guided plan, and leave with a worksheet, tool, and next action.
Debt Clarity Sprint
Map balances, APRs, minimums, and payoff method. Best for people who avoid debt numbers.
Use debt toolFirst Emergency Fund
Set a starter target, choose transfer timing, and decide what counts as a real emergency.
Read starter guideHousehold Money Meeting
Create a calm family money review with bills, sinking funds, emergency runway, and one shared action.
Open family pathInvesting Readiness Check
Before investing, check debt pressure, emergency runway, account basics, fees, and risk comfort.
Start investing guideMoney Reset Night
A short guided reset for balances, bills, one cancelled leak, one savings move, and one next step.
Start 7-day resetBefore the workshop
Send a worksheet, one prep question, and links to the right calculator.
During the workshop
Invite users into the free reset, template pack, or Pro path based on urgency.
After the workshop
Send a 7-day follow-up sequence so the workshop becomes a habit, not a one-time event.