Big life decisions — like buying a home, switching careers, or starting a family — are exciting. But they also come with big financial questions. And when you're planning for the future, it can be hard to know where to start.
That’s why we hosted our latest webinar: Forecasting Your Financial Future, a deep dive into Origin’s brand-new Forecasting feature. In this session, Origin’s Head of Planning, Tyler Horn, CFP®, gave our community a live walkthrough of the tool, offered expert tips for planning ahead, and answered members’ biggest “what-if” questions.
Whether you’re gearing up for a major milestone or just want a clearer picture of your finances down the line, this session is your roadmap to greater confidence.
Missed it? 🎥 You can catch the full recording here.
Tyler kicked things off with a universal truth: Life is full of big decisions that come with financial consequences. The Forecasting tool is designed to help you answer questions like:
By projecting your cash flow and net worth years into the future, you can stop guessing and start planning.
The heart of the session was a walkthrough of the Forecasting tool in action. Tyler built a real scenario using a sample Origin account to show how you can:
From there, the tool automatically updates your long-term projections — no spreadsheets needed.
Tyler also emphasized that each forecast builds off your real Origin data, meaning you’re not starting from scratch; you’re building on your actual financial life.
During the session, Tyler shared some excellent tips for making the most of Forecasting:
Financial planning doesn’t have to be static. With Forecasting, you’re not just looking at where you are; you’re charting where you’re going.
Origin helps you:
Ready to get started?
Ready to start forecasting your own what-ifs? Watch the full webinar now.