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.
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.
Promotion available to our paid members. Advisory services are offered through Origin Investment Advisory LLC ("Origin RIA"), a Registered Investment Adviser registered with the Securities and Exchange Commission and a wholly-owned subsidiary of Blend Financial Inc. DBA Origin Financial. Origin RIA's registration as a Registered Investment Adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.