A guiding path to financial wellbeing for everyone
We believe in the power of simplicity—where an accessible foundation of basic, financial habits can safeguard a future of dignity, security, and purpose for everyone.
Our vision is for a world where everyone can feel educated, empowered, and confident in their financial lives.
Financial literacy is at an all-time low in the US, costing families billions of dollars of their hard-earned money. Our unique approach helps people keep more of their money so that they can thrive.
Our values:
Mission-Driven
We exist to help people improve their financial outcomes. Every decision we make as a company comes back to this foundation.
Full-Spectrum Impact
In line with our goal to provide a complete picture of all facets affecting a person’s financial future, we are unmatched in how comprehensively we support financial health.
Honesty as True North
Our solutions reflect a deep belief in offering transparent guidance for how people can move the needle in their financial lives.
Inclusive Solutions
Accessibility is a leading principle in how we help everyone lead better lives–especially anyone who hasn’t had access to quality financial guidance in the past.
INVESTORS
Careers @ Paperwork
Join an empowering culture
Making people’s lives better drives our culture. We believe in fostering an environment of inclusivity, creativity and innovation. Our team is seasoned, down-to-earth, forward-thinking, curious, earnest, and open. Feel like you fit the description?