Powered by
Your Personal Financial Wellness Coach
AI-powered, clinically grounded guidance that helps individuals and families make smarter retirement and financial planning decisions.
Schedule a Demo
The greatest threat to the financial and retirement security of most adults is not a stock market decline, inflation, or a recession. It's their behavioral, cognitive, and physical health.
Financial wellness means more than having a spending and savings plan. It’s about managing emotions, preparing for major life transitions, and knowing when and where to get help.
Whether someone is feeling overwhelmed or just planning ahead, the Coach provides practical guidance and support - with empathy.
Designed like a financial therapist, the Coach can help reduce financial decision-making anxiety, alleviate retirement planning fears, lower caregiver stress levels, and improve the quality of family conversations around money and health.
Grounded in a conceptual framework developed by Dr Chris Heye and published in the Journal of Financial Planning.
"Introducing a Hierarchy of Financial Wellness", Journal of Financial Planning, September 2020
Our Coach is designed for scalable deployment by employers and financial institutions that want to deliver personalized financial wellness support to employees and clients.
It's recommendations and coaching tips are derived from expert insights, clinical practice, and award-winning content — not Internet searches.
Whealthcare Solutions Founder Dr Chris Heye have earn numerous industry awards for product innovation, educational content, and thought leadership.
Make It Your Own
Our application can be fully white-labeled and its AI model trained on company-specific research findings, marketing materials, and other compliance-approved content.
© Copyright Whealthcare Planning LLC and Whealthcare Solutions Inc. 2026