Who will I be meeting with for my focused session and how do I make the most of it?

You'll meet with one of Origin’s qualified financial professionals. All our planners are Certified Financial Planner (CFP®) professionals with extensive experience in personal finance.

To maximize your focused session:

• Connect your financial accounts in your Origin profile
• Prepare specific questions in advance
• Gather relevant financial documents if applicable
• Be ready to share your financial goals
• Consider what timeline you're working with