Earlier quoted context omitted.
Maybe it can be like that vim tutor game where you save him by encountering different financial scenarios that you have to solve and overcome.
+1 to that idea! Something like: “you earn this much every month, and these are your recurring expenses, long term debts and goals, and oh yeah an immediate financial challenge. In what accounts would you put hard earned dollars?”
I say forget the finance angle. Go for a straight up adventure game where you have to save the hero, Cash, from tragedy.