When he turned 30 years old, Max Pete knew he needed to get his financial act together. He hadn’t saved or invested much money throughout his 20s, and after a layoff, he was staring down an uncertain financial future.
Pete began watching YouTube videos and reading articles to learn the basics of investing and budgeting, but it was a perk at a former workplace that made the biggest impression. While working at the payment processing company Square in 2023, he began using Origin Financial, a money management platform included in Square’s benefits package. He was able to budget, track his spending and file his taxes with the program. He also met with a certified financial planner, a benefit none of Pete’s previous employers had offered.
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