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We know your financial past and present — now get clear on your future. See how major life events can shape your money over time.

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Your forecast starts with your real finances and layers in CFP®-designed assumptions to project your future net worth and cash flow instantly.

Current net worth

$122,431

Add major life moments—like getting a 
raise, buying a home, or having kids—and visualize how they change your path.

Explore how Origin helps you plan for different life paths—one decision at a time.

Emma and Jake

Origin shows how home costs and childcare impact their ability to save, helps them balance retirement and college goals, and projects how different college funding strategies affect their long-term wealth.

Riley

By forecasting equity events, career breaks, and passive income, Riley can plan with confidence how much to spend, what to invest, and when may be the best time to re-enter the workforce.

Devin

An unexpected windfall unlocks new possibilities. Devin can explore how a dream vacation, home purchase, and early retirement can all shape her future net worth and financial freedom.

Cameron

After a major life change, Cameron can map his financial recovery, model income from a new investment property, and see how redirecting childcare costs can accelerate long-term wealth.

Laura

From timing equity sales to weighing a dream honeymoon against a future home, Laura can see how each choice could shape her long-term wealth and make confident decisions at every step.

Designed by Certified Financial Planner® professionals, Origin runs advanced market simulations to show your 
chances of reaching your retirement goals—accounting for every scenario along the way.

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