Paperwork - Financial Wellness

The easiest way to organize and take control of your financial life.

Take control of your financial life.

Paperwork helps you make smart choices, plan for the future, and protect your family.

Your path to financial wellbeing
Our bite-sized modules help you get organized one step at a time, so you can get an overview of your finances and focus on what matters most. Get started for free with Paperwork Essentials.
· Get Personalized Insights — We’ll make helpful suggestions based on your financial data to help you keep more of your hard-earned money.
· Track Your Financial Health — Your Financial Health Score lets you see where you stand — and discover areas of improvement.
· Get Organized — Store all your important information in one place so that it’s easily accessible whenever you need it.
· Be Prepared — Get the peace of mind of knowing your loved ones have access to all your information in case something happens to you.

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We’re Committed to Security and Privacy

We understand that being the custodian of your paperwork is a privilege — and with that privilege comes the responsibility of keeping your information safe. That’s why we’ve made your security, privacy, and data protection our number-one priority. Your data is accessed and stored with the same trusted environments that banks and government agencies use. And, Paperwork does not sell your data.

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Try It For Free

Get your most important information organized with Paperwork Essentials. It’s free! Our Paperwork Plus membership gives you unlimited access and will help you get the big picture of your finances, along with personalized recommendations on insurance, estate planning, retirement, and more.