Our New Specialized Financial Planner Sessions Give You Access to Financial Advice on Your Own Terms

At Origin, we're out to reimagine wealth management. A holistic view into your finances and easy budgeting is important—and these are some of our users’ favorite features—but knowing what to do with your money and how to plan for the future? That’s arguably even more important. Getting expert financial advice can be a huge advantage, and we believe that advantage should be available to everyone, not just the 1%.

In Origin’s 2024 State of Personal Finance Survey, which includes data from over 1,000 Gen Z and Millennial personal finance app users, 80% of respondents who have worked with a financial planner reported their net worth growing by at least 30% since beginning to do so; nearly 60% said their net worth has grown 50% or more. 

It’s clear that meeting with a financial advisor can really impact your net worth over the long term.

However, traditional financial planning models come with a pretty big barrier to entry: long-term contracts, hefty asset-under-management (AUM) fees — and, sometimes, advice that feels generic and unspecific to your financial situation or goals, especially if you’re still early in your career. That's where Origin can help, and why we're introducing specialized sessions across a range of topics. Whether you're planning a wedding, buying a home, saving for retirement, trying to pay off debt — or literally anything else — we want you to be able to get advice on your own terms (and at an accessible price). 

In these sessions, our Origin financial advisors will go over your finances with you, answer your specific questions, give you strategic guidance, and create an actionable plan for making your financial goals a reality. 

To get started, choose a session that fits your needs the most, and start thinking about any and every question you might want to ask an expert on that topic. Now you’re on your way to building confidence in your financial plan. 

Meet our new planner sessions: 

• 30-minute General Session: A quick, focused financial check-in to review your finances. Great for those who have a targeted question, need help evaluating a decision, or looking for quick advice to make progress towards a goal.

• 60-minute General Session: In-depth, comprehensive financial planning. This is the best option if you’re seeking a thorough review of your financial situation, need advice planning for the long-term, and want to develop tailored strategies to hit all your goals. This session is also a great starting point if you’ve never met with a financial planner before.  

• Budget & Debt Session: Take control of your cash flow with a deep dive into your budget and spending. In these meetings, a financial advisor will break down your expenses, hone in on your circumstances and priorities, and help you craft a tailored budget and/or debt management plan. 

• Portfolio Review: Unsure if your investment portfolio is working as hard as it could? During a portfolio review with one of our Certified Financial Planner®s, they’ll evaluate your level of risk, identify any blind spots, and help optimize your strategy. The best part? You’ll get guidance without any AUM fees. 

• Tax Planning (coming later this month): If you’ve been worried you’re not maximizing your tax return, or overpaying your tax bill, this is for you. Our financial planners will give you tailored advice to help you get the most savings possible. 

End 2024 strong with 40% off any session.

Your financial goals should empower you—not overwhelm you. In order to help build a plan that fits your wealth-building journey, we’re celebrating this launch by offering you 40% off when you book a session before December 31, 2024.

As always, working with an Origin CFP® professional is a great deal: On demand, no long-term contracts, no AUM fees. We can’t wait for you to get started.

Get 40% off a planning session if you book by the end of 2024.