Is the annual plan right for me?

Choosing between the annual and monthly plans depends on your personal financial management needs, preferences, and commitment level. Here are some factors to consider when deciding if the annual plan is the right fit for you:

1. Cost Savings
   • If you're looking to save money in the long run, the annual plan offers the best value.
   • With the annual plan, you'll save over 35% compared to the monthly subscription cost.
   • By paying $99 upfront for a year, you'll effectively get over 4 months of access to our Origin for free.
2. Commitment to Financial Management
   • If you're committed to taking control of your personal finances and see yourself using our platform consistently over the next year, the annual plan is a great choice.
   • With the annual plan, you'll have uninterrupted access to our tools and features, allowing you to stay on track with your financial goals.
3. Access to Premium Services
   • If you anticipate needing personalized guidance from Certified Financial Planner (CFP® ) professionals or want to take advantage of our estate plans, the annual plan provides a 30% discount on these premium offerings.
   • The discounted rates can lead to significant savings if you plan to utilize these services throughout the year.
4. Flexibility and Uncertainty
   • If you're uncertain about your long-term commitment to using our platform or prefer more flexibility in your subscription, the monthly plan may be a better fit.
   • With the monthly plan, you can cancel anytime without being locked into a year-long commitment.
   • However, keep in mind that the monthly plan does not offer the same cost savings and discounts on premium services as the annual plan.

Ultimately, the decision between the annual and monthly plans depends on your specific needs and preferences. If you value cost savings, are committed to consistent financial management, and want to take advantage of discounted premium services, the annual membership is likely the right choice for you.

If you're still unsure, we recommend starting with the 7-day free trial to explore our platform and its features. This will give you a better sense of how our tools can benefit your financial journey and help you make an informed decision about which membership plan is best suited for your needs.

Please note that the free trial is currently unavailable due to the $ 1 for a year promotion.

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